Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $917 | $37,156-97.5% | $83,854-98.9% | $86,983-98.9% |
| Participation rate | 58.6% | 49.1%+9.6pp | 59.1%-0.5pp | 69.5%-10.9pp |
| Annual return | 30.09% | 29.88%+0.2pp | 31.39%-1.3pp | 25.83%+4.3pp |
| Employer contribution / active EE | $140 | $661-78.8% | $1,017-86.2% | $2,584-94.6% |
| Participant deferral / active EE | $212 | $1,418-85.1% | $2,035-89.6% | $4,194-95.0% |
| Admin fee / account holder | $0 | $2,510-100.0% | $3,197-100.0% | $7,856-100.0% |