Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $3,883 | $85,171-95.4% | $172,753-97.8% | $72,976-94.7% |
| Participation rate | 4.9% | 70.1%-65.1pp | 82.6%-77.7pp | 69.5%-64.6pp |
| Annual return | 29.54% | 27.32%+2.2pp | 803.00%-773.5pp | 81.02%-51.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $284 | $3,260-91.3% | $5,198-94.5% | $3,608-92.1% |
| Admin fee / account holder | $54 | $5,880-99.1% | $13,956-99.6% | $5,124-98.9% |