Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $14,553 | $63,346-77.0% | $92,239-84.2% | $70,124-79.2% |
| Participation rate | 26.7% | 68.7%-42.0pp | 76.5%-49.8pp | 69.5%-42.9pp |
| Annual return | 16.87% | 530.19%-513.3pp | 176.29%-159.4pp | 73.14%-56.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $518 | $2,854-81.9% | $3,897-86.7% | $3,332-84.5% |
| Admin fee / account holder | $250 | $3,841-93.5% | $5,194-95.2% | $4,645-94.6% |