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 | $429 | $29,319-98.5% | $52,425-99.2% | $82,448-99.5% |
| Participation rate | 44.0% | 46.9%-2.9pp | 55.6%-11.6pp | 68.1%-24.1pp |
| Annual return | 36.71% | 535.20%-498.5pp | 302.12%-265.4pp | 41.64%-4.9pp |
| Employer contribution / active EE | $125 | $586-78.7% | $914-86.3% | $2,551-95.1% |
| Participant deferral / active EE | $192 | $1,171-83.6% | $1,790-89.3% | $4,139-95.4% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |