Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,328 | $70,435-95.3% | $96,575-96.6% | $85,856-96.1% |
| Participation rate | 4.4% | 61.8%-57.4pp | 69.8%-65.4pp | 69.3%-64.9pp |
| Annual return | 39.97% | 18.59%+21.4pp | 37.79%+2.2pp | 318.58%-278.6pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $107 | $2,894-96.3% | $3,849-97.2% | $3,952-97.3% |
| Admin fee / account holder | $11 | $4,997-99.8% | $6,182-99.8% | $6,261-99.8% |