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 | $12,684 | $91,198-86.1% | $178,503-92.9% | $79,856-84.1% |
| Participation rate | 24.1% | 69.2%-45.1pp | 81.9%-57.8pp | 69.6%-45.5pp |
| Annual return | 24.56% | 24.20%+0.4pp | 151.12%-126.6pp | 31.71%-7.2pp |
| Employer contribution / active EE | $417 | $3,257-87.2% | $5,011-91.7% | $2,471-83.1% |
| Participant deferral / active EE | $722 | $3,237-77.7% | $5,202-86.1% | $3,741-80.7% |
| Admin fee / account holder | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |