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 | $7,116 | $110,337-93.6% | $102,383-93.1% | $145,877-95.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 14.72% | 24.83%-10.1pp | 24.94%-10.2pp | 551.28%-536.6pp |
| Employer contribution / active EE | $1,276 | $4,216-69.7% | $3,870-67.0% | $4,663-72.6% |
| Participant deferral / active EE | $1,276 | $5,621-77.3% | $5,060-74.8% | $6,691-80.9% |
| Admin fee / account holder | $19 | $9,750-99.8% | $8,391-99.8% | $13,402-99.9% |