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 | $19,630 | $138,076-85.8% | $123,553-84.1% | $135,380-85.5% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -3.35% | 153.70%-157.1pp | 119.21%-122.6pp | 519.81%-523.2pp |
| Employer contribution / active EE | $1,063 | $5,152-79.4% | $4,628-77.0% | $4,779-77.8% |
| Participant deferral / active EE | $1,063 | $6,800-84.4% | $6,426-83.5% | $5,609-81.1% |
| Admin fee / account holder | $284 | $10,917-97.4% | $9,284-96.9% | $10,828-97.4% |