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 | $957 | $67,823-98.6% | $52,425-98.2% | $137,256-99.3% |
| Participation rate | 38.1% | 63.9%-25.8pp | 55.6%-17.5pp | 80.0%-41.9pp |
| Annual return | 19.14% | 219.11%-200.0pp | 302.12%-283.0pp | 220.34%-201.2pp |
| Employer contribution / active EE | $91 | $1,163-92.2% | $914-90.1% | $4,156-97.8% |
| Participant deferral / active EE | $91 | $2,288-96.0% | $1,790-94.9% | $6,407-98.6% |
| Admin fee / account holder | $19 | $2,844-99.3% | $2,495-99.3% | $12,270-99.8% |