Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $7,190 | $104,953-93.1% | $84,637-91.5% | $152,909-95.3% |
| Participation rate | 36.4% | 74.8%-38.5pp | 68.2%-31.9pp | 82.5%-46.1pp |
| Annual return | 18.37% | 373.94%-355.6pp | 258.82%-240.5pp | 345.46%-327.1pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $497 | $4,691-89.4% | $3,900-87.3% | $5,851-91.5% |
| Admin fee / account holder | $124 | $6,244-98.0% | $4,914-97.5% | $11,601-98.9% |