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 | $1,563 | $94,439-98.3% | $73,658-97.9% | $154,746-99.0% |
| Participation rate | 50.0% | 64.7%-14.7pp | 57.0%-7.0pp | 80.7%-30.7pp |
| Annual return | 17.26% | 28.25%-11.0pp | 29.72%-12.5pp | 172.34%-155.1pp |
| Employer contribution / active EE | $217 | $1,257-82.8% | $1,032-79.0% | $4,379-95.1% |
| Participant deferral / active EE | $195 | $2,527-92.3% | $2,062-90.5% | $6,730-97.1% |
| Admin fee / account holder | $27 | $3,843-99.3% | $3,357-99.2% | $14,365-99.8% |