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 | $164 | $104,650-99.8% | $83,854-99.8% | $155,188-99.9% |
| Participation rate | 8.3% | 65.1%-56.7pp | 59.1%-50.8pp | 80.8%-72.5pp |
| Annual return | 25.51% | 28.97%-3.5pp | 31.39%-5.9pp | 148.84%-123.3pp |
| Employer contribution / active EE | $64 | $1,196-94.7% | $1,017-93.7% | $4,248-98.5% |
| Participant deferral / active EE | $17 | $2,367-99.3% | $2,035-99.2% | $6,531-99.7% |
| Admin fee / account holder | $0 | $3,518-100.0% | $3,197-100.0% | $14,480-100.0% |