Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $23,290 | $203,483-88.6% | $152,473-84.7% | $167,536-86.1% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.2%-18.2pp | 82.1%-22.1pp |
| Annual return | 13.10% | 13.80%-0.7pp | 757.59%-744.5pp | 478.82%-465.7pp |
| Employer contribution / active EE | $0 | $5,219-100.0% | $4,326-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $312 | $6,711-95.4% | $5,817-94.6% | $6,342-95.1% |
| Admin fee / account holder | $20 | $22,521-99.9% | $15,811-99.9% | $12,315-99.8% |