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 | $1,226 | $29,670-95.9% | $56,054-97.8% | $80,911-98.5% |
| Participation rate | 20.8% | 41.7%-20.9pp | 52.5%-31.7pp | 67.6%-46.9pp |
| Annual return | 27.11% | 35.24%-8.1pp | 1705.95%-1678.8pp | 35.63%-8.5pp |
| Employer contribution / active EE | $142 | $670-78.8% | $1,039-86.3% | $2,756-94.9% |
| Participant deferral / active EE | $135 | $1,227-89.0% | $1,952-93.1% | $4,297-96.9% |
| Admin fee / account holder | $8 | $2,431-99.7% | $2,822-99.7% | $6,935-99.9% |