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.
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 | $1,606 | $36,844-95.6% | $83,854-98.1% | $65,306-97.5% |
| Participation rate | 53.9% | 29.2%+24.7pp | 59.1%-5.2pp | 57.7%-3.8pp |
| Annual return | 16.99% | 22.28%-5.3pp | 31.39%-14.4pp | 21.94%-4.9pp |
| Employer contribution / active EE | $0 | $415-100.0% | $1,017-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $150 | $1,040-85.6% | $2,035-92.6% | $2,959-94.9% |
| Admin fee / account holder | $82 | $2,546-96.8% | $3,197-97.4% | $3,480-97.6% |