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 | $438 | $81,331-99.5% | $155,534-99.7% | $80,935-99.5% |
| Participation rate | 25.0% | 66.3%-41.3pp | 78.2%-53.2pp | 67.7%-42.7pp |
| Annual return | 13.40% | 33.37%-20.0pp | 64.92%-51.5pp | 35.66%-22.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $47 | $3,454-98.6% | $5,630-99.2% | $4,299-98.9% |
| Admin fee / account holder | $0 | $7,999-100.0% | $15,900-100.0% | $6,924-100.0% |