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.
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 | $1,057 | $29,319-96.4% | $52,425-98.0% | $82,448-98.7% |
| Participation rate | 50.0% | 46.9%+3.1pp | 55.6%-5.6pp | 68.1%-18.1pp |
| Annual return | 33.74% | 535.20%-501.5pp | 302.12%-268.4pp | 41.64%-7.9pp |
| Employer contribution / active EE | $177 | $586-69.8% | $914-80.6% | $2,551-93.0% |
| Participant deferral / active EE | $162 | $1,171-86.1% | $1,790-90.9% | $4,139-96.1% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |