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 | $10,289 | $107,941-90.5% | $91,994-88.8% | $152,897-93.3% |
| Participation rate | 30.8% | 81.2%-50.4pp | 78.6%-47.9pp | 82.5%-51.7pp |
| Annual return | 34.35% | 89.28%-54.9pp | 69.04%-34.7pp | 345.43%-311.1pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,647 | $6,366-74.1% | $5,924-72.2% | $5,851-71.8% |
| Admin fee / account holder | $20 | $10,521-99.8% | $7,744-99.7% | $11,599-99.8% |