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 | $7,112 | $157,296-95.5% | $141,191-95.0% | $152,897-95.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 94.30% | 64.34%+30.0pp | 71.41%+22.9pp | 345.43%-251.1pp |
| Employer contribution / active EE | $1,950 | $5,262-62.9% | $4,736-58.8% | $4,764-59.1% |
| Participant deferral / active EE | $1,950 | $7,111-72.6% | $6,710-70.9% | $5,851-66.7% |
| Admin fee / account holder | $13 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |