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 | $561 | $125,778-99.6% | $114,563-99.5% | $154,746-99.6% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.9%-9.3pp | 80.7%-17.1pp |
| Annual return | 29.72% | 295.14%-265.4pp | 241.09%-211.4pp | 172.34%-142.6pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $340 | $4,445-92.3% | $4,142-91.8% | $6,730-94.9% |
| Admin fee / account holder | $48 | $8,190-99.4% | $7,623-99.4% | $14,365-99.7% |