Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,432 | $185,905-97.1% | $170,057-96.8% | $139,487-96.1% |
| Participation rate | 38.1% | 87.8%-49.7pp | 87.0%-48.9pp | 80.3%-42.2pp |
| Annual return | 19.97% | 60.56%-40.6pp | 53.42%-33.4pp | 373.84%-353.9pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $459 | $11,627-96.1% | $10,411-95.6% | $6,713-93.2% |
| Admin fee / account holder | $146 | $15,397-99.1% | $12,826-98.9% | $11,407-98.7% |