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 | $4,067 | $77,638-94.8% | $156,551-97.4% | $62,881-93.5% |
| Participation rate | 61.3% | 71.2%-9.9pp | 84.0%-22.7pp | 69.3%-8.0pp |
| Annual return | 6.48% | 50.33%-43.8pp | 32.23%-25.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $267 | $3,046-91.2% | $4,871-94.5% | $3,203-91.7% |
| Admin fee / account holder | $204 | $5,561-96.3% | $13,028-98.4% | $4,296-95.3% |