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 | $4,233 | $76,368-94.5% | $67,681-93.7% | $154,746-97.3% |
| Participation rate | 57.1% | 79.0%-21.8pp | 73.7%-16.6pp | 80.7%-23.6pp |
| Annual return | 24.35% | 1066.77%-1042.4pp | 590.58%-566.2pp | 172.34%-148.0pp |
| Employer contribution / active EE | $409 | $3,151-87.0% | $2,678-84.7% | $4,379-90.7% |
| Participant deferral / active EE | $482 | $4,824-90.0% | $3,976-87.9% | $6,730-92.8% |
| Admin fee / account holder | $18 | $8,559-99.8% | $6,100-99.7% | $14,365-99.9% |