Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,815 | $81,643-92.9% | $70,462-91.7% | $158,950-96.3% |
| Participation rate | 35.0% | 77.7%-42.7pp | 75.1%-40.1pp | 82.0%-47.0pp |
| Annual return | 13.13% | 208.51%-195.4pp | 109.08%-95.9pp | 302.91%-289.8pp |
| Employer contribution / active EE | $583 | $3,218-81.9% | $2,737-78.7% | $4,762-87.7% |
| Participant deferral / active EE | $803 | $4,555-82.4% | $3,710-78.4% | $5,983-86.6% |
| Admin fee / account holder | $3 | $6,194-100.0% | $3,845-99.9% | $11,248-100.0% |