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 | $429 | $94,439-99.5% | $73,658-99.4% | $154,746-99.7% |
| Participation rate | 52.6% | 64.7%-12.0pp | 57.0%-4.4pp | 80.7%-28.1pp |
| Annual return | 14.23% | 28.25%-14.0pp | 29.72%-15.5pp | 172.34%-158.1pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $140 | $2,527-94.5% | $2,062-93.2% | $6,730-97.9% |
| Admin fee / account holder | $166 | $3,843-95.7% | $3,357-95.1% | $14,365-98.8% |