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 | $5,670 | $112,729-95.0% | $98,716-94.3% | $137,256-95.9% |
| Participation rate | 47.4% | 74.2%-26.9pp | 69.3%-21.9pp | 80.0%-32.6pp |
| Annual return | 27.62% | 38.48%-10.9pp | 31.81%-4.2pp | 220.34%-192.7pp |
| Employer contribution / active EE | $491 | $2,725-82.0% | $2,279-78.4% | $4,156-88.2% |
| Participant deferral / active EE | $957 | $4,640-79.4% | $4,048-76.4% | $6,407-85.1% |
| Admin fee / account holder | $6 | $10,129-99.9% | $8,703-99.9% | $12,270-99.9% |