Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $3,645 | $76,368-95.2% | $67,681-94.6% | $154,746-97.6% |
| Participation rate | 43.5% | 79.0%-35.5pp | 73.7%-30.3pp | 80.7%-37.2pp |
| Annual return | 16.10% | 1066.77%-1050.7pp | 590.58%-574.5pp | 172.34%-156.2pp |
| Employer contribution / active EE | $366 | $3,151-88.4% | $2,678-86.3% | $4,379-91.6% |
| Participant deferral / active EE | $788 | $4,824-83.7% | $3,976-80.2% | $6,730-88.3% |
| Admin fee / account holder | $153 | $8,559-98.2% | $6,100-97.5% | $14,365-98.9% |