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 | $3,287 | $52,353-93.7% | $120,225-97.3% | $82,448-96.0% |
| Participation rate | 57.7% | 58.3%-0.6pp | 69.6%-11.9pp | 68.1%-10.4pp |
| Annual return | 22.47% | 61.85%-39.4pp | 439.23%-416.8pp | 41.64%-19.2pp |
| Employer contribution / active EE | $243 | $1,510-83.9% | $3,475-93.0% | $2,551-90.5% |
| Participant deferral / active EE | $314 | $2,627-88.1% | $3,999-92.2% | $4,139-92.4% |
| Admin fee / account holder | $75 | $4,363-98.3% | $5,696-98.7% | $7,234-99.0% |