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 | $4,699 | $180,749-97.4% | $160,784-97.1% | $137,256-96.6% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 22.17% | 2234.46%-2212.3pp | 1803.92%-1781.8pp | 220.34%-198.2pp |
| Employer contribution / active EE | $585 | $4,155-85.9% | $3,733-84.3% | $4,156-85.9% |
| Participant deferral / active EE | $1,023 | $6,844-85.1% | $6,293-83.7% | $6,407-84.0% |
| Admin fee / account holder | $27 | $10,397-99.7% | $9,717-99.7% | $12,270-99.8% |