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 | $808 | $67,823-98.8% | $52,425-98.5% | $137,256-99.4% |
| Participation rate | 35.0% | 63.9%-28.9pp | 55.6%-20.6pp | 80.0%-45.0pp |
| Annual return | 13.14% | 219.11%-206.0pp | 302.12%-289.0pp | 220.34%-207.2pp |
| Employer contribution / active EE | $5 | $1,163-99.6% | $914-99.5% | $4,156-99.9% |
| Participant deferral / active EE | $7 | $2,288-99.7% | $1,790-99.6% | $6,407-99.9% |
| Admin fee / account holder | $8 | $2,844-99.7% | $2,495-99.7% | $12,270-99.9% |