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 | $2,935 | $69,252-95.8% | $64,099-95.4% | $139,456-97.9% |
| Participation rate | 18.8% | 75.6%-56.9pp | 72.3%-53.6pp | 80.3%-61.6pp |
| Annual return | 30.60% | 45.89%-15.3pp | 33.70%-3.1pp | 373.45%-342.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $295 | $4,683-93.7% | $3,881-92.4% | $6,711-95.6% |
| Admin fee / account holder | $0 | $4,248-100.0% | $3,070-100.0% | $11,407-100.0% |