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 | $815 | $112,729-99.3% | $98,716-99.2% | $137,256-99.4% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.3%-6.8pp | 80.0%-17.5pp |
| Annual return | 20.31% | 38.48%-18.2pp | 31.81%-11.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $160 | $4,640-96.6% | $4,048-96.1% | $6,407-97.5% |
| Admin fee / account holder | $27 | $10,129-99.7% | $8,703-99.7% | $12,270-99.8% |