Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,502 | $90,691-93.9% | $76,119-92.8% | $145,884-96.2% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.1%-35.7pp | 80.3%-47.0pp |
| Annual return | 14.18% | 624.52%-610.3pp | 361.25%-347.1pp | 551.85%-537.7pp |
| Employer contribution / active EE | $650 | $3,329-80.5% | $2,693-75.9% | $4,662-86.1% |
| Participant deferral / active EE | $650 | $5,167-87.4% | $4,259-84.7% | $6,690-90.3% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |