Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,528 | $211,288-95.0% | $178,540-94.1% | $145,884-92.8% |
| Participation rate | 44.4% | 80.8%-36.4pp | 77.1%-32.7pp | 80.3%-35.9pp |
| Annual return | 15.80% | 30.27%-14.5pp | 27.15%-11.3pp | 551.85%-536.0pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $997 | $6,967-85.7% | $6,281-84.1% | $6,690-85.1% |
| Admin fee / account holder | $20 | $12,105-99.8% | $10,424-99.8% | $13,392-99.9% |