Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $3,399 | $100,895-96.6% | $90,430-96.2% | $158,950-97.9% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 42.01% | 1725.54%-1683.5pp | 1293.73%-1251.7pp | 302.91%-260.9pp |
| Employer contribution / active EE | $384 | $3,689-89.6% | $3,262-88.2% | $4,762-91.9% |
| Participant deferral / active EE | $641 | $4,347-85.2% | $3,963-83.8% | $5,983-89.3% |
| Admin fee / account holder | $21 | $6,505-99.7% | $5,613-99.6% | $11,248-99.8% |