Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $17,659 | $73,955-76.1% | $96,520-81.7% | $75,181-76.5% |
| Participation rate | 12.4% | 66.4%-54.1pp | 74.3%-62.0pp | 67.2%-54.8pp |
| Annual return | 15.68% | 26.72%-11.0pp | 35.72%-20.0pp | 160.69%-145.0pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $323 | $3,659-91.2% | $4,879-93.4% | $4,126-92.2% |
| Admin fee / account holder | $128 | $5,217-97.6% | $6,733-98.1% | $5,650-97.7% |