Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $827 | $51,638-98.4% | $68,368-98.8% | $82,448-99.0% |
| Participation rate | 25.0% | 63.6%-38.6pp | 73.8%-48.8pp | 68.1%-43.1pp |
| Annual return | 23.53% | 37.53%-14.0pp | 292.57%-269.0pp | 41.64%-18.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $79 | $2,914-97.3% | $4,123-98.1% | $4,139-98.1% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |