Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $6,713 | $78,428-91.4% | $95,960-93.0% | $79,852-91.6% |
| Participation rate | 14.6% | 73.5%-58.9pp | 77.1%-62.4pp | 69.6%-55.0pp |
| Annual return | 18.93% | 19.37%-0.4pp | 91.63%-72.7pp | 31.72%-12.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $218 | $3,440-93.7% | $4,167-94.8% | $3,740-94.2% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,797-100.0% | $5,306-100.0% |