Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,033 | $55,470-90.9% | $155,556-96.8% | $74,478-93.2% |
| Participation rate | 11.9% | 61.9%-50.0pp | 78.2%-66.3pp | 67.2%-55.3pp |
| Annual return | 19.14% | 269.80%-250.7pp | 64.84%-45.7pp | 1370.56%-1351.4pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $223 | $2,838-92.1% | $5,631-96.0% | $4,350-94.9% |
| Admin fee / account holder | $14 | $1,744-99.2% | $15,885-99.9% | $1,946-99.3% |