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 | $15,704 | $144,130-89.1% | $117,860-86.7% | $147,585-89.4% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 32.72% | 531.20%-498.5pp | 335.10%-302.4pp | 578.58%-545.9pp |
| Employer contribution / active EE | $750 | $4,897-84.7% | $3,786-80.2% | $4,876-84.6% |
| Participant deferral / active EE | $4,199 | $5,316-21.0% | $4,482-6.3% | $5,439-22.8% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |