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.
Employer 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 | $7,636 | $65,555-88.4% | $86,216-91.1% | $75,173-89.8% |
| Participation rate | 29.5% | 60.5%-30.9pp | 69.0%-39.4pp | 67.2%-37.7pp |
| Annual return | 26.69% | 46.07%-19.4pp | 1169.42%-1142.7pp | 160.72%-134.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,368 | $3,023-54.7% | $3,986-65.7% | $4,126-66.8% |
| Admin fee / account holder | $267 | $5,469-95.1% | $6,853-96.1% | $5,651-95.3% |