Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $11,367 | $198,457-94.3% | $170,435-93.3% | $147,586-92.3% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 20.52% | 257.30%-236.8pp | 205.94%-185.4pp | 578.59%-558.1pp |
| Employer contribution / active EE | $1,238 | $6,183-80.0% | $5,432-77.2% | $4,876-74.6% |
| Participant deferral / active EE | $2,015 | $5,629-64.2% | $4,939-59.2% | $5,439-63.0% |
| Admin fee / account holder | $117 | $16,852-99.3% | $13,881-99.2% | $10,886-98.9% |