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 | $2,741 | $108,212-97.5% | $77,513-96.5% | $158,966-98.3% |
| Participation rate | 41.7% | 64.4%-22.8pp | 54.2%-12.5pp | 82.0%-40.3pp |
| Annual return | 7.19% | 31.67%-24.5pp | 54.81%-47.6pp | 302.95%-295.8pp |
| Employer contribution / active EE | $3 | $1,325-99.8% | $987-99.7% | $4,762-99.9% |
| Participant deferral / active EE | $67 | $2,455-97.3% | $1,861-96.4% | $5,983-98.9% |
| Admin fee / account holder | $231 | $3,709-93.8% | $2,859-91.9% | $11,250-97.9% |