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 | $1,620 | $72,071-97.8% | $68,368-97.6% | $137,256-98.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 27.25% | 353.14%-325.9pp | 292.57%-265.3pp | 220.34%-193.1pp |
| Employer contribution / active EE | $446 | $2,788-84.0% | $2,649-83.2% | $4,156-89.3% |
| Participant deferral / active EE | $490 | $4,410-88.9% | $4,123-88.1% | $6,407-92.3% |
| Admin fee / account holder | $8 | $5,336-99.9% | $5,150-99.8% | $12,270-99.9% |