Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,274 | $88,672-82.8% | $105,223-85.5% | $82,448-81.5% |
| Participation rate | 34.5% | 67.9%-33.4pp | 75.0%-40.6pp | 68.1%-33.6pp |
| Annual return | 20.28% | 30.86%-10.6pp | 180.65%-160.4pp | 41.64%-21.4pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,224 | $4,036-69.7% | $5,072-75.9% | $4,139-70.4% |
| Admin fee / account holder | $271 | $7,146-96.2% | $8,859-96.9% | $7,234-96.3% |