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 | $659 | $106,247-99.4% | $96,515-99.3% | $139,466-99.5% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 63.83% | 38.47%+25.4pp | 35.73%+28.1pp | 373.66%-309.8pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $555 | $5,456-89.8% | $4,880-88.6% | $6,712-91.7% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |