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 | $3,378 | $126,113-97.3% | $116,096-97.1% | $155,188-97.8% |
| Participation rate | 66.7% | 75.1%-8.5pp | 73.3%-6.7pp | 80.8%-14.1pp |
| Annual return | 24.07% | 391.72%-367.7pp | 326.25%-302.2pp | 148.84%-124.8pp |
| Employer contribution / active EE | $578 | $2,672-78.4% | $2,503-76.9% | $4,248-86.4% |
| Participant deferral / active EE | $578 | $4,162-86.1% | $3,952-85.4% | $6,531-91.2% |
| Admin fee / account holder | $5 | $8,045-99.9% | $7,704-99.9% | $14,480-100.0% |