Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,676 | $177,156-92.3% | $147,027-90.7% | $154,746-91.2% |
| Participation rate | 13.6% | 79.4%-65.7pp | 73.7%-60.1pp | 80.7%-67.1pp |
| Annual return | 17.95% | 21.94%-4.0pp | 20.23%-2.3pp | 172.34%-154.4pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $559 | $5,797-90.4% | $4,933-88.7% | $6,730-91.7% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |