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 | $4,267 | $112,729-96.2% | $98,716-95.7% | $137,256-96.9% |
| Participation rate | 9.5% | 74.2%-64.7pp | 69.3%-59.8pp | 80.0%-70.4pp |
| Annual return | 30.37% | 38.48%-8.1pp | 31.81%-1.4pp | 220.34%-190.0pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $229 | $4,640-95.1% | $4,048-94.4% | $6,407-96.4% |
| Admin fee / account holder | $151 | $10,129-98.5% | $8,703-98.3% | $12,270-98.8% |