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 | $7,058 | $68,398-89.7% | $94,664-92.5% | $75,173-90.6% |
| Participation rate | 51.4% | 76.1%-24.7pp | 80.8%-29.5pp | 67.2%-15.9pp |
| Annual return | 37.78% | 616.72%-578.9pp | 156.84%-119.1pp | 160.72%-122.9pp |
| Employer contribution / active EE | $1,011 | $2,701-62.6% | $3,673-72.5% | $2,671-62.1% |
| Participant deferral / active EE | $1,376 | $6,537-78.9% | $7,417-81.4% | $4,126-66.7% |
| Admin fee / account holder | $0 | $5,324-100.0% | $7,222-100.0% | $5,651-100.0% |