Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,820 | $107,809-93.7% | $97,032-93.0% | $155,188-95.6% |
| Participation rate | 50.0% | 75.5%-25.5pp | 71.6%-21.6pp | 80.8%-30.8pp |
| Annual return | 18.89% | 38.06%-19.2pp | 35.38%-16.5pp | 148.84%-129.9pp |
| Employer contribution / active EE | $324 | $2,911-88.9% | $2,629-87.7% | $4,248-92.4% |
| Participant deferral / active EE | $327 | $5,129-93.6% | $4,672-93.0% | $6,531-95.0% |
| Admin fee / account holder | $29 | $10,717-99.7% | $9,418-99.7% | $14,480-99.8% |