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 | $1,157 | $94,439-98.8% | $73,658-98.4% | $154,746-99.3% |
| Participation rate | 50.0% | 64.7%-14.7pp | 57.0%-7.0pp | 80.7%-30.7pp |
| Annual return | 22.51% | 28.25%-5.7pp | 29.72%-7.2pp | 172.34%-149.8pp |
| Employer contribution / active EE | $68 | $1,257-94.6% | $1,032-93.5% | $4,379-98.5% |
| Participant deferral / active EE | $68 | $2,527-97.3% | $2,062-96.7% | $6,730-99.0% |
| Admin fee / account holder | $11 | $3,843-99.7% | $3,357-99.7% | $14,365-99.9% |