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 | $3,986 | $30,732-87.0% | $59,496-93.3% | $59,633-93.3% |
| Participation rate | 17.9% | 43.2%-25.4pp | 54.6%-36.7pp | 68.7%-50.8pp |
| Annual return | -0.94% | 4.47%-5.4pp | 182.05%-183.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $93 | $631-85.3% | $1,153-92.0% | $2,203-95.8% |
| Participant deferral / active EE | $131 | $1,183-89.0% | $1,829-92.9% | $3,192-95.9% |
| Admin fee / account holder | $36 | $2,136-98.3% | $2,232-98.4% | $4,297-99.2% |