Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $3,249 | $73,981-95.6% | $105,754-96.9% | $62,881-94.8% |
| Participation rate | 11.1% | 71.7%-60.6pp | 78.9%-67.8pp | 69.3%-58.2pp |
| Annual return | 22.89% | 17.60%+5.3pp | 12.25%+10.6pp | 20.14%+2.7pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $272 | $4,038-93.3% | $5,326-94.9% | $3,203-91.5% |
| Admin fee / account holder | $0 | $5,976-100.0% | $8,309-100.0% | $4,296-100.0% |