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 | $69,273-96.3% | $90,796-97.2% | $82,637-96.9% |
| Participation rate | 22.9% | 64.0%-41.1pp | 69.5%-46.6pp | 68.1%-45.2pp |
| Annual return | 33.52% | 18.37%+15.2pp | 19.29%+14.2pp | 53.51%-20.0pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $642 | $3,047-78.9% | $3,822-83.2% | $4,126-84.5% |
| Admin fee / account holder | $95 | $5,511-98.3% | $7,024-98.6% | $7,339-98.7% |