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 | $8,693 | $134,817-93.6% | $123,973-93.0% | $155,188-94.4% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.7%-14.2pp | 80.8%-18.3pp |
| Annual return | 21.44% | 515.49%-494.1pp | 388.13%-366.7pp | 148.84%-127.4pp |
| Employer contribution / active EE | $1,005 | $4,425-77.3% | $4,126-75.6% | $4,248-76.3% |
| Participant deferral / active EE | $1,177 | $5,706-79.4% | $5,247-77.6% | $6,531-82.0% |
| Admin fee / account holder | $23 | $13,245-99.8% | $11,799-99.8% | $14,480-99.8% |