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 | $1,614 | $95,188-98.3% | $76,518-97.9% | $135,380-98.8% |
| Participation rate | 33.3% | 74.4%-41.1pp | 68.0%-34.7pp | 82.6%-49.3pp |
| Annual return | 2.44% | 4.85%-2.4pp | -0.27%+2.7pp | 519.81%-517.4pp |
| Employer contribution / active EE | $338 | $3,303-89.8% | $2,647-87.2% | $4,779-92.9% |
| Participant deferral / active EE | $360 | $4,640-92.2% | $3,836-90.6% | $5,609-93.6% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |