Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $2,772 | $89,370-96.9% | $141,197-98.0% | $72,976-96.2% |
| Participation rate | 51.9% | 75.1%-23.3pp | 82.5%-30.6pp | 69.5%-17.6pp |
| Annual return | 120.82% | 111.88%+8.9pp | 71.41%+49.4pp | 81.02%+39.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,179 | $5,419-78.2% | $6,710-82.4% | $3,608-67.3% |
| Admin fee / account holder | $26 | $5,957-99.6% | $10,265-99.7% | $5,124-99.5% |