Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,378 | $48,011-84.6% | $63,803-88.4% | $82,637-91.1% |
| Participation rate | 20.5% | 66.6%-46.1pp | 72.7%-52.2pp | 68.1%-47.6pp |
| Annual return | 13.74% | 19.84%-6.1pp | 543.72%-530.0pp | 53.51%-39.8pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $594 | $2,846-79.1% | $3,843-84.5% | $4,126-85.6% |
| Admin fee / account holder | $65 | $3,873-98.3% | $5,196-98.8% | $7,339-99.1% |