Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,199 | $52,519-93.9% | $155,789-97.9% | $59,632-94.6% |
| Participation rate | 61.3% | 61.7%-0.4pp | 76.1%-14.8pp | 68.7%-7.4pp |
| Annual return | 21.27% | 53.51%-32.2pp | 71.54%-50.3pp | 2041.32%-2020.0pp |
| Employer contribution / active EE | $243 | $1,589-84.7% | $3,839-93.7% | $2,203-89.0% |
| Participant deferral / active EE | $667 | $3,084-78.4% | $4,798-86.1% | $3,192-79.1% |
| Admin fee / account holder | $163 | $3,540-95.4% | $7,477-97.8% | $4,297-96.2% |