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 | $1,301 | $171,930-99.2% | $151,266-99.1% | $154,746-99.2% |
| Participation rate | 40.0% | 80.5%-40.5pp | 77.0%-37.0pp | 80.7%-40.7pp |
| Annual return | 7.29% | 242.03%-234.7pp | 180.60%-173.3pp | 172.34%-165.0pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,237-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $76 | $8,191-99.1% | $7,337-99.0% | $6,730-98.9% |
| Admin fee / account holder | $10 | $15,803-99.9% | $13,159-99.9% | $14,365-99.9% |