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 | $8,942 | $77,976-88.5% | $81,367-89.0% | $125,389-92.9% |
| Participation rate | 63.6% | 83.3%-19.6pp | 82.3%-18.7pp | 83.2%-19.6pp |
| Annual return | 253.86% | -2.85%+256.7pp | -0.92%+254.8pp | 282.24%-28.4pp |
| Employer contribution / active EE | $736 | $4,366-83.1% | $3,930-81.3% | $4,866-84.9% |
| Participant deferral / active EE | $2,946 | $5,646-47.8% | $5,383-45.3% | $5,352-45.0% |
| Admin fee / account holder | $0 | $12,476-100.0% | $8,926-100.0% | $9,541-100.0% |