Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,528 | $45,343-96.6% | $150,298-99.0% | $67,986-97.8% |
| Participation rate | 18.9% | 51.9%-33.0pp | 77.8%-58.9pp | 57.2%-38.4pp |
| Annual return | 20.17% | 33.28%-13.1pp | 62.79%-42.6pp | 31.67%-11.5pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $33 | $2,055-98.4% | $5,453-99.4% | $3,358-99.0% |
| Admin fee / account holder | $143 | $2,250-93.7% | $14,116-99.0% | $3,203-95.5% |