Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,457 | $84,741-98.3% | $75,731-98.1% | $167,553-99.1% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.8%-5.6pp | 82.1%-12.9pp |
| Annual return | 15.59% | 199.72%-184.1pp | 104.65%-89.1pp | 478.89%-463.3pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $34 | $4,577-99.3% | $3,820-99.1% | $6,343-99.5% |
| Admin fee / account holder | $134 | $5,361-97.5% | $3,620-96.3% | $12,316-98.9% |