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.
Employer 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 | $709 | $51,638-98.6% | $68,368-99.0% | $82,448-99.1% |
| Participation rate | 68.0% | 63.6%+4.4pp | 73.8%-5.8pp | 68.1%-0.1pp |
| Annual return | 30.38% | 37.53%-7.2pp | 292.57%-262.2pp | 41.64%-11.3pp |
| Employer contribution / active EE | $1 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $530 | $2,914-81.8% | $4,123-87.1% | $4,139-87.2% |
| Admin fee / account holder | $24 | $4,643-99.5% | $5,150-99.5% | $7,234-99.7% |