Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $561 | $70,121-99.2% | $63,803-99.1% | $138,895-99.6% |
| Participation rate | 40.0% | 77.2%-37.2pp | 72.7%-32.7pp | 79.9%-39.9pp |
| Annual return | 21.06% | 946.48%-925.4pp | 543.72%-522.7pp | 145.39%-124.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $91 | $4,535-98.0% | $3,843-97.6% | $6,396-98.6% |
| Admin fee / account holder | $19 | $6,738-99.7% | $5,196-99.6% | $12,562-99.8% |