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 | $1,671 | $94,439-98.2% | $73,658-97.7% | $154,746-98.9% |
| Participation rate | 40.0% | 64.7%-24.7pp | 57.0%-17.0pp | 80.7%-40.7pp |
| Annual return | 20.21% | 28.25%-8.0pp | 29.72%-9.5pp | 172.34%-152.1pp |
| Employer contribution / active EE | $106 | $1,257-91.6% | $1,032-89.7% | $4,379-97.6% |
| Participant deferral / active EE | $148 | $2,527-94.1% | $2,062-92.8% | $6,730-97.8% |
| Admin fee / account holder | $27 | $3,843-99.3% | $3,357-99.2% | $14,365-99.8% |