Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,415 | $88,754-97.3% | $81,820-97.0% | $145,877-98.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 15.07% | 1031.77%-1016.7pp | 777.93%-762.9pp | 551.28%-536.2pp |
| Employer contribution / active EE | $357 | $3,085-88.4% | $2,915-87.8% | $4,663-92.3% |
| Participant deferral / active EE | $357 | $4,648-92.3% | $4,323-91.7% | $6,691-94.7% |
| Admin fee / account holder | $25 | $8,424-99.7% | $7,391-99.7% | $13,402-99.8% |