Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $699 | $124,314-99.4% | $109,163-99.4% | $167,518-99.6% |
| Participation rate | 30.8% | 79.4%-48.7pp | 75.9%-45.1pp | 82.1%-51.3pp |
| Annual return | 12.27% | 26.04%-13.8pp | 25.75%-13.5pp | 478.71%-466.4pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $260 | $5,256-95.1% | $4,654-94.4% | $6,342-95.9% |
| Admin fee / account holder | $167 | $7,973-97.9% | $6,754-97.5% | $12,312-98.6% |