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 | $300 | $94,439-99.7% | $73,658-99.6% | $154,746-99.8% |
| Participation rate | 20.0% | 64.7%-44.7pp | 57.0%-37.0pp | 80.7%-60.7pp |
| Annual return | 23.71% | 28.25%-4.5pp | 29.72%-6.0pp | 172.34%-148.6pp |
| Employer contribution / active EE | $79 | $1,257-93.7% | $1,032-92.4% | $4,379-98.2% |
| Participant deferral / active EE | $105 | $2,527-95.9% | $2,062-94.9% | $6,730-98.4% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |