Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $4,476 | $92,766-95.2% | $82,763-94.6% | $134,545-96.7% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-8.9pp | 81.2%-17.6pp |
| Annual return | -10.11% | 946.97%-957.1pp | 702.45%-712.6pp | 418.37%-428.5pp |
| Employer contribution / active EE | $541 | $3,273-83.5% | $3,008-82.0% | $4,742-88.6% |
| Participant deferral / active EE | $884 | $4,802-81.6% | $4,395-79.9% | $6,401-86.2% |
| Admin fee / account holder | $155 | $5,978-97.4% | $5,325-97.1% | $11,431-98.6% |