Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,711 | $60,128-87.2% | $90,440-91.5% | $79,852-90.3% |
| Participation rate | 27.6% | 65.0%-37.4pp | 72.7%-45.1pp | 69.6%-42.1pp |
| Annual return | 14.67% | 71.95%-57.3pp | 1294.38%-1279.7pp | 31.72%-17.1pp |
| Employer contribution / active EE | $297 | $2,068-85.7% | $3,263-90.9% | $2,471-88.0% |
| Participant deferral / active EE | $347 | $2,939-88.2% | $3,964-91.2% | $3,740-90.7% |
| Admin fee / account holder | $55 | $3,977-98.6% | $5,615-99.0% | $5,306-99.0% |