Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $2,600 | $114,013-97.7% | $103,693-97.5% | $155,188-98.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 50.45% | 49.31%+1.1pp | 47.61%+2.8pp | 148.84%-98.4pp |
| Employer contribution / active EE | $346 | $3,131-88.9% | $2,920-88.1% | $4,248-91.8% |
| Participant deferral / active EE | $535 | $4,970-89.2% | $4,579-88.3% | $6,531-91.8% |
| Admin fee / account holder | $8 | $8,407-99.9% | $7,858-99.9% | $14,480-99.9% |