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 | $4,422 | $211,239-97.9% | $178,528-97.5% | $145,877-97.0% |
| Participation rate | 11.8% | 80.8%-69.0pp | 77.1%-65.3pp | 80.3%-68.5pp |
| Annual return | 20.63% | 30.22%-9.6pp | 27.11%-6.5pp | 551.28%-530.7pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $379 | $6,963-94.6% | $6,278-94.0% | $6,691-94.3% |
| Admin fee / account holder | $12 | $12,095-99.9% | $10,419-99.9% | $13,402-99.9% |