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 | $2,898 | $88,778-96.7% | $81,844-96.5% | $145,884-98.0% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 10.94% | 1033.03%-1022.1pp | 778.87%-767.9pp | 551.85%-540.9pp |
| Employer contribution / active EE | $720 | $3,087-76.7% | $2,916-75.3% | $4,662-84.6% |
| Participant deferral / active EE | $417 | $4,648-91.0% | $4,323-90.3% | $6,690-93.8% |
| Admin fee / account holder | $25 | $8,430-99.7% | $7,355-99.7% | $13,392-99.8% |