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 | $2,820 | $112,729-97.5% | $98,716-97.1% | $137,256-97.9% |
| Participation rate | 15.0% | 74.2%-59.2pp | 69.3%-54.3pp | 80.0%-65.0pp |
| Annual return | 54.33% | 38.48%+15.8pp | 31.81%+22.5pp | 220.34%-166.0pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $32 | $4,640-99.3% | $4,048-99.2% | $6,407-99.5% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |