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 | $13,892 | $166,268-91.6% | $165,100-91.6% | $145,897-90.5% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.6%-23.1pp | 80.3%-24.8pp |
| Annual return | 62.05% | 100.52%-38.5pp | 70.21%-8.2pp | 552.29%-490.2pp |
| Employer contribution / active EE | $1,713 | $5,284-67.6% | $4,348-60.6% | $4,663-63.3% |
| Participant deferral / active EE | $2,021 | $6,964-71.0% | $6,035-66.5% | $6,689-69.8% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |