Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,620 | $162,821-96.5% | $133,978-95.8% | $158,982-96.5% |
| Participation rate | 22.2% | 83.2%-61.0pp | 79.8%-57.6pp | 82.0%-59.7pp |
| Annual return | 51.81% | 41.95%+9.9pp | 45.10%+6.7pp | 302.99%-251.2pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,811 | $5,910-69.4% | $5,047-64.1% | $5,983-69.7% |
| Admin fee / account holder | $117 | $11,742-99.0% | $8,930-98.7% | $11,252-99.0% |