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 | $1,489 | $48,314-96.9% | $67,561-97.8% | $80,925-98.2% |
| Participation rate | 30.0% | 66.4%-36.4pp | 72.9%-42.9pp | 67.7%-37.7pp |
| Annual return | 13.24% | 18.28%-5.0pp | 3525.44%-3512.2pp | 35.65%-22.4pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $136 | $2,927-95.4% | $4,003-96.6% | $4,299-96.8% |
| Admin fee / account holder | $275 | $3,690-92.5% | $4,006-93.1% | $6,940-96.0% |