Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,846 | $124,330-96.9% | $109,173-96.5% | $167,536-97.7% |
| Participation rate | 68.8% | 79.5%-10.7pp | 75.9%-7.1pp | 82.1%-13.4pp |
| Annual return | 18.58% | 26.04%-7.5pp | 25.75%-7.2pp | 478.82%-460.2pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,392 | $5,256-73.5% | $4,654-70.1% | $6,342-78.0% |
| Admin fee / account holder | $33 | $7,974-99.6% | $6,755-99.5% | $12,315-99.7% |