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 | $682 | $106,524-99.4% | $152,301-99.6% | $87,485-99.2% |
| Participation rate | 67.6% | 75.8%-8.1pp | 82.4%-14.8pp | 68.9%-1.3pp |
| Annual return | 18.46% | 26.89%-8.4pp | 80.50%-62.0pp | 26.06%-7.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $246 | $6,525-96.2% | $8,004-96.9% | $4,274-94.2% |
| Admin fee / account holder | $125 | $8,287-98.5% | $14,398-99.1% | $7,775-98.4% |