Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,851 | $148,629-96.7% | $135,982-96.4% | $139,487-96.5% |
| Participation rate | 47.4% | 83.9%-36.5pp | 81.9%-34.6pp | 80.3%-33.0pp |
| Annual return | 0.00% | 79.33%-79.3pp | 68.32%-68.3pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,433 | $5,247-72.7% | $4,859-70.5% | $4,755-69.9% |
| Participant deferral / active EE | $1,657 | $8,102-79.6% | $7,760-78.6% | $6,713-75.3% |
| Admin fee / account holder | $67 | $12,406-99.5% | $10,767-99.4% | $11,407-99.4% |