Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $390 | $149,040-99.7% | $120,225-99.7% | $137,256-99.7% |
| Participation rate | 42.9% | 75.4%-32.6pp | 69.6%-26.7pp | 80.0%-37.1pp |
| Annual return | 13.90% | 605.68%-591.8pp | 439.23%-425.3pp | 220.34%-206.4pp |
| Employer contribution / active EE | $106 | $4,350-97.6% | $3,475-97.0% | $4,156-97.5% |
| Participant deferral / active EE | $109 | $4,655-97.7% | $3,999-97.3% | $6,407-98.3% |
| Admin fee / account holder | $25 | $6,348-99.6% | $5,696-99.6% | $12,270-99.8% |