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 | $11,054 | $49,177-77.5% | $79,467-86.1% | $64,173-82.8% |
| Participation rate | 29.6% | 65.0%-35.4pp | 73.3%-43.7pp | 69.6%-39.9pp |
| Annual return | -4.67% | -1.16%-3.5pp | 718.30%-723.0pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $464 | $2,821-83.6% | $3,704-87.5% | $3,470-86.6% |
| Admin fee / account holder | $67 | $3,839-98.2% | $5,104-98.7% | $4,887-98.6% |