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 | $4,377 | $76,551-94.3% | $123,894-96.5% | $62,881-93.0% |
| Participation rate | 32.3% | 73.0%-40.7pp | 81.4%-49.2pp | 69.3%-37.0pp |
| Annual return | 47.49% | 18.68%+28.8pp | 47.52%0pp | 20.14%+27.3pp |
| Employer contribution / active EE | $617 | $2,882-78.6% | $4,617-86.6% | $2,281-73.0% |
| Participant deferral / active EE | $730 | $4,840-84.9% | $5,984-87.8% | $3,203-77.2% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |