Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $222 | $67,823-99.7% | $52,425-99.6% | $137,256-99.8% |
| Participation rate | 60.9% | 63.9%-3.0pp | 55.6%+5.2pp | 80.0%-19.1pp |
| Annual return | 17.02% | 219.11%-202.1pp | 302.12%-285.1pp | 220.34%-203.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $19 | $2,288-99.2% | $1,790-98.9% | $6,407-99.7% |
| Admin fee / account holder | $24 | $2,844-99.1% | $2,495-99.0% | $12,270-99.8% |