Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,085 | $100,895-93.0% | $90,430-92.2% | $158,950-95.5% |
| Participation rate | 16.7% | 75.0%-58.4pp | 72.7%-56.0pp | 82.0%-65.3pp |
| Annual return | 43.57% | 1725.54%-1682.0pp | 1293.73%-1250.2pp | 302.91%-259.3pp |
| Employer contribution / active EE | $250 | $3,689-93.2% | $3,262-92.3% | $4,762-94.8% |
| Participant deferral / active EE | $333 | $4,347-92.3% | $3,963-91.6% | $5,983-94.4% |
| Admin fee / account holder | $44 | $6,505-99.3% | $5,613-99.2% | $11,248-99.6% |