Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,043 | $98,760-83.8% | $149,715-89.3% | $79,858-79.9% |
| Participation rate | 49.4% | 75.8%-26.4pp | 82.5%-33.1pp | 69.6%-20.3pp |
| Annual return | 15.03% | 27.43%-12.4pp | 276.66%-261.6pp | 31.72%-16.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $658 | $5,681-88.4% | $6,842-90.4% | $3,740-82.4% |
| Admin fee / account holder | $106 | $6,053-98.3% | $9,310-98.9% | $5,306-98.0% |