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 | $1,040 | $103,008-99.0% | $90,304-98.8% | $152,897-99.3% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 48.90% | 95.22%-46.3pp | 78.13%-29.2pp | 345.43%-296.5pp |
| Employer contribution / active EE | $186 | $3,139-94.1% | $2,855-93.5% | $4,764-96.1% |
| Participant deferral / active EE | $358 | $4,281-91.6% | $3,885-90.8% | $5,851-93.9% |
| Admin fee / account holder | $6 | $6,175-99.9% | $5,354-99.9% | $11,599-100.0% |