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 | $1,244 | $141,004-99.1% | $112,273-98.9% | $139,456-99.1% |
| Participation rate | 60.0% | 79.2%-19.2pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 24.56% | 32.75%-8.2pp | 30.23%-5.7pp | 373.45%-348.9pp |
| Employer contribution / active EE | $920 | $4,285-78.5% | $3,431-73.2% | $4,753-80.6% |
| Participant deferral / active EE | $965 | $5,878-83.6% | $4,800-79.9% | $6,711-85.6% |
| Admin fee / account holder | $33 | $9,959-99.7% | $7,752-99.6% | $11,407-99.7% |