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 | $11,545 | $97,289-88.1% | $92,805-87.6% | $155,188-92.6% |
| Participation rate | 0.0% | 84.2%-84.2pp | 83.5%-83.5pp | 80.8%-80.8pp |
| Annual return | 19.62% | 29.03%-9.4pp | 31.59%-12.0pp | 148.84%-129.2pp |
| Employer contribution / active EE | $70 | $3,632-98.1% | $3,424-98.0% | $4,248-98.4% |
| Participant deferral / active EE | $198 | $8,795-97.7% | $8,448-97.7% | $6,531-97.0% |
| Admin fee / account holder | $34 | $12,015-99.7% | $10,911-99.7% | $14,480-99.8% |