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 | $3,069 | $110,337-97.2% | $102,383-97.0% | $145,877-97.9% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 12.46% | 24.83%-12.4pp | 24.94%-12.5pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,113 | $4,216-73.6% | $3,870-71.2% | $4,663-76.1% |
| Participant deferral / active EE | $347 | $5,621-93.8% | $5,060-93.1% | $6,691-94.8% |
| Admin fee / account holder | $77 | $9,750-99.2% | $8,391-99.1% | $13,402-99.4% |