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 | $2,554 | $72,607-96.5% | $90,259-97.2% | $87,485-97.1% |
| Participation rate | 22.9% | 64.8%-41.9pp | 70.7%-47.9pp | 68.9%-46.0pp |
| Annual return | 33.52% | 18.59%+14.9pp | 18.88%+14.6pp | 26.06%+7.5pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $642 | $3,055-79.0% | $3,827-83.2% | $4,274-85.0% |
| Admin fee / account holder | $95 | $5,947-98.4% | $7,267-98.7% | $7,775-98.8% |