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 | $9,058 | $180,466-95.0% | $154,114-94.1% | $135,382-93.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -3.08% | 888.15%-891.2pp | 735.16%-738.2pp | 519.77%-522.9pp |
| Employer contribution / active EE | $1,351 | $6,035-77.6% | $5,298-74.5% | $4,779-71.7% |
| Participant deferral / active EE | $1,874 | $5,806-67.7% | $5,081-63.1% | $5,609-66.6% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |