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 | $4,244 | $57,119-92.6% | $85,187-95.0% | $80,935-94.8% |
| Participation rate | 2.9% | 56.4%-53.6pp | 67.5%-64.7pp | 67.7%-64.8pp |
| Annual return | 18.30% | 21.70%-3.4pp | 66.67%-48.4pp | 35.66%-17.4pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $52 | $3,115-98.3% | $4,525-98.8% | $4,299-98.8% |
| Admin fee / account holder | $0 | $4,990-100.0% | $6,162-100.0% | $6,924-100.0% |