Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $12,672 | $95,975-86.8% | $74,549-83.0% | $135,379-90.6% |
| Participation rate | 28.6% | 75.7%-47.1pp | 69.1%-40.6pp | 82.6%-54.1pp |
| Annual return | -7.30% | 56.96%-64.3pp | 32.53%-39.8pp | 519.79%-527.1pp |
| Employer contribution / active EE | $522 | $2,716-80.8% | $1,961-73.4% | $4,779-89.1% |
| Participant deferral / active EE | $764 | $3,844-80.1% | $3,108-75.4% | $5,609-86.4% |
| Admin fee / account holder | $12 | $6,522-99.8% | $5,059-99.8% | $10,828-99.9% |