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 | $5,966 | $100,203-94.0% | $85,240-93.0% | $145,897-95.9% |
| Participation rate | 30.0% | 74.1%-44.1pp | 67.5%-37.5pp | 80.3%-50.3pp |
| Annual return | 15.61% | 84.28%-68.7pp | 66.75%-51.1pp | 552.29%-536.7pp |
| Employer contribution / active EE | $425 | $3,242-86.9% | $2,735-84.5% | $4,663-90.9% |
| Participant deferral / active EE | $425 | $5,299-92.0% | $4,527-90.6% | $6,689-93.7% |
| Admin fee / account holder | $123 | $7,265-98.3% | $6,165-98.0% | $13,390-99.1% |