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 | $1,249 | $100,125-98.8% | $81,482-98.5% | $145,978-99.1% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 21.97% | 34.44%-12.5pp | 24.79%-2.8pp | 550.52%-528.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $455 | $4,609-90.1% | $3,885-88.3% | $6,690-93.2% |
| Admin fee / account holder | $0 | $8,198-100.0% | $5,761-100.0% | $13,400-100.0% |