Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $4,916 | $174,018-97.2% | $136,833-96.4% | $198,609-97.5% |
| Participation rate | 50.0% | 65.1%-15.1pp | 59.0%-9.0pp | 82.4%-32.4pp |
| Annual return | 23.61% | 35.16%-11.5pp | 35.32%-11.7pp | 202.70%-179.1pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $451 | $2,873-84.3% | $2,441-81.5% | $6,977-93.5% |
| Admin fee / account holder | $9 | $5,434-99.8% | $4,706-99.8% | $19,030-100.0% |