Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,363 | $197,625-89.7% | $177,840-88.6% | $158,966-87.2% |
| Participation rate | 28.6% | 88.5%-60.0pp | 87.7%-59.1pp | 82.0%-53.4pp |
| Annual return | 82.26% | 58.76%+23.5pp | 48.32%+33.9pp | 302.95%-220.7pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,549 | $8,405-57.8% | $7,714-54.0% | $5,983-40.7% |
| Admin fee / account holder | $63 | $15,405-99.6% | $12,431-99.5% | $11,250-99.4% |