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 | $872 | $102,429-99.1% | $147,096-99.4% | $80,925-98.9% |
| Participation rate | 15.7% | 75.9%-60.2pp | 82.2%-66.5pp | 67.7%-52.0pp |
| Annual return | 19.76% | 135.02%-115.3pp | 419.75%-400.0pp | 35.65%-15.9pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $86 | $6,649-98.7% | $8,071-98.9% | $4,299-98.0% |
| Admin fee / account holder | $0 | $7,957-100.0% | $13,005-100.0% | $6,940-100.0% |