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 | $12,429 | $252,625-95.1% | $220,144-94.4% | $382,429-96.7% |
| Participation rate | 6.3% | 88.1%-81.8pp | 84.8%-78.6pp | 87.7%-81.5pp |
| Annual return | 19.92% | -1.59%+21.5pp | -0.63%+20.6pp | 248.85%-228.9pp |
| Employer contribution / active EE | $0 | $7,607-100.0% | $6,623-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $159 | $4,939-96.8% | $4,718-96.6% | $5,727-97.2% |
| Admin fee / account holder | $20 | $17,846-99.9% | $15,617-99.9% | $30,732-99.9% |