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 | $13,750 | $142,392-90.3% | $119,622-88.5% | $134,532-89.8% |
| Participation rate | 25.0% | 82.8%-57.8pp | 79.3%-54.3pp | 81.2%-56.2pp |
| Annual return | -18.32% | -12.46%-5.9pp | -14.98%-3.3pp | 418.27%-436.6pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $462 | $6,467-92.9% | $5,601-91.8% | $6,401-92.8% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |