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 | $5,361 | $111,785-95.2% | $93,669-94.3% | $145,877-96.3% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 22.53% | 203.79%-181.3pp | 133.59%-111.1pp | 551.28%-528.8pp |
| Employer contribution / active EE | $817 | $3,096-73.6% | $2,424-66.3% | $4,663-82.5% |
| Participant deferral / active EE | $965 | $4,919-80.4% | $4,416-78.1% | $6,691-85.6% |
| Admin fee / account holder | $7 | $10,256-99.9% | $8,291-99.9% | $13,402-100.0% |