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 | $5,146 | $58,241-91.2% | $81,780-93.7% | $80,911-93.6% |
| Participation rate | 28.3% | 63.4%-35.2pp | 72.4%-44.1pp | 67.6%-39.4pp |
| Annual return | 12.58% | 41.73%-29.1pp | 776.27%-763.7pp | 35.63%-23.0pp |
| Employer contribution / active EE | $343 | $2,343-85.4% | $2,914-88.2% | $2,756-87.6% |
| Participant deferral / active EE | $565 | $3,283-82.8% | $4,321-86.9% | $4,297-86.9% |
| Admin fee / account holder | $184 | $4,973-96.3% | $7,384-97.5% | $6,935-97.3% |