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 | $16,641 | $65,027-74.4% | $90,970-81.7% | $79,852-79.2% |
| Participation rate | 27.7% | 61.6%-33.9pp | 69.0%-41.4pp | 69.6%-42.0pp |
| Annual return | 13.46% | 30.45%-17.0pp | 134.58%-121.1pp | 31.72%-18.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $177 | $2,512-93.0% | $3,373-94.8% | $3,740-95.3% |
| Admin fee / account holder | $23 | $4,535-99.5% | $5,960-99.6% | $5,306-99.6% |