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 | $4,090 | $115,903-96.5% | $100,528-95.9% | $158,966-97.4% |
| Participation rate | 63.2% | 81.6%-18.4pp | 79.4%-16.3pp | 82.0%-18.8pp |
| Annual return | 30.20% | 34.80%-4.6pp | 30.90%-0.7pp | 302.95%-272.7pp |
| Employer contribution / active EE | $385 | $4,105-90.6% | $3,419-88.8% | $4,762-91.9% |
| Participant deferral / active EE | $709 | $6,677-89.4% | $6,271-88.7% | $5,983-88.2% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |