Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $4,054 | $105,284-96.1% | $150,734-97.3% | $94,015-95.7% |
| Participation rate | 54.3% | 71.7%-17.4pp | 78.4%-24.2pp | 70.8%-16.5pp |
| Annual return | 18.62% | 15.67%+2.9pp | 600.81%-582.2pp | 17.84%+0.8pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $916 | $4,274-78.6% | $5,610-83.7% | $4,249-78.4% |
| Admin fee / account holder | $219 | $9,839-97.8% | $14,905-98.5% | $8,951-97.6% |