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 | $11,610 | $95,406-87.8% | $185,849-93.8% | $85,847-86.5% |
| Participation rate | 18.6% | 68.8%-50.2pp | 81.7%-63.1pp | 69.3%-50.7pp |
| Annual return | 12.14% | 23.59%-11.4pp | 122.10%-110.0pp | 318.61%-306.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $600 | $3,424-82.5% | $5,569-89.2% | $3,952-84.8% |
| Admin fee / account holder | $176 | $7,214-97.6% | $16,244-98.9% | $6,261-97.2% |