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 | $492 | $57,590-99.1% | $86,233-99.4% | $82,448-99.4% |
| Participation rate | 25.7% | 57.9%-32.2pp | 69.0%-43.3pp | 68.1%-42.4pp |
| Annual return | 20.65% | 22.41%-1.8pp | 61.39%-40.7pp | 41.64%-21.0pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $151 | $3,080-95.1% | $4,559-96.7% | $4,139-96.4% |
| Admin fee / account holder | $148 | $4,730-96.9% | $8,342-98.2% | $7,234-98.0% |