Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,056 | $108,825-75.1% | $156,181-82.7% | $82,448-67.2% |
| Participation rate | 16.2% | 72.4%-56.2pp | 78.8%-62.6pp | 68.1%-51.9pp |
| Annual return | 18.20% | 20.59%-2.4pp | 64.87%-46.7pp | 41.64%-23.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $475 | $4,577-89.6% | $6,132-92.3% | $4,139-88.5% |
| Admin fee / account holder | $266 | $9,341-97.2% | $14,586-98.2% | $7,234-96.3% |