Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,923 | $101,778-95.2% | $164,975-97.0% | $80,925-93.9% |
| Participation rate | 10.7% | 71.8%-61.1pp | 78.6%-67.9pp | 67.7%-56.9pp |
| Annual return | 13.91% | 16.73%-2.8pp | 70.12%-56.2pp | 35.65%-21.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $217 | $4,477-95.2% | $6,033-96.4% | $4,299-95.0% |
| Admin fee / account holder | $17 | $8,221-99.8% | $12,688-99.9% | $6,940-99.8% |