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 | $9,632 | $138,102-93.0% | $125,381-92.3% | $134,532-92.8% |
| Participation rate | 56.3% | 84.5%-28.2pp | 82.4%-26.1pp | 81.2%-25.0pp |
| Annual return | -10.01% | 750.73%-760.7pp | 572.31%-582.3pp | 418.27%-428.3pp |
| Employer contribution / active EE | $1,112 | $5,245-78.8% | $4,815-76.9% | $4,741-76.5% |
| Participant deferral / active EE | $1,898 | $7,801-75.7% | $7,448-74.5% | $6,401-70.4% |
| Admin fee / account holder | $146 | $11,568-98.7% | $10,007-98.5% | $11,429-98.7% |