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.
Employer 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 | $2,565 | $95,580-97.3% | $76,872-96.7% | $139,466-98.2% |
| Participation rate | 68.8% | 74.0%-5.2pp | 69.6%-0.8pp | 80.3%-11.6pp |
| Annual return | 35.88% | 55.00%-19.1pp | 37.90%-2.0pp | 373.66%-337.8pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,404 | $4,623-69.6% | $3,832-63.4% | $6,712-79.1% |
| Admin fee / account holder | $10 | $8,302-99.9% | $5,476-99.8% | $11,409-99.9% |