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 | $226 | $69,118-99.7% | $53,647-99.6% | $138,895-99.8% |
| Participation rate | 14.3% | 64.0%-49.7pp | 56.3%-42.0pp | 79.9%-65.6pp |
| Annual return | 24.19% | 248.26%-224.1pp | 358.33%-334.1pp | 145.39%-121.2pp |
| Employer contribution / active EE | $110 | $1,189-90.8% | $962-88.6% | $4,194-97.4% |
| Participant deferral / active EE | $44 | $2,274-98.1% | $1,813-97.6% | $6,396-99.3% |
| Admin fee / account holder | $28 | $2,724-99.0% | $2,460-98.9% | $12,562-99.8% |