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 | $6,953 | $93,589-92.6% | $135,942-94.9% | $75,181-90.8% |
| Participation rate | 61.4% | 75.2%-13.8pp | 81.9%-20.5pp | 67.2%-5.8pp |
| Annual return | 132.14% | 30.90%+101.2pp | 68.28%+63.9pp | 160.69%-28.5pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,440 | $6,405-77.5% | $7,759-81.4% | $4,126-65.1% |
| Admin fee / account holder | $168 | $6,977-97.6% | $10,764-98.4% | $5,650-97.0% |