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 | $5,257 | $183,516-97.1% | $155,534-96.6% | $145,884-96.4% |
| Participation rate | 8.7% | 82.7%-74.0pp | 78.2%-69.5pp | 80.3%-71.6pp |
| Annual return | 11.52% | 61.43%-49.9pp | 64.92%-53.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $165 | $6,467-97.4% | $5,630-97.1% | $6,690-97.5% |
| Admin fee / account holder | $13 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |