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.
Participant 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 | $16,760 | $227,633-92.6% | $189,597-91.2% | $167,553-90.0% |
| Participation rate | 33.3% | 82.5%-49.2pp | 78.4%-45.1pp | 82.1%-48.8pp |
| Annual return | 12.11% | 78.45%-66.3pp | 64.20%-52.1pp | 478.89%-466.8pp |
| Employer contribution / active EE | $1,067 | $5,317-79.9% | $4,412-75.8% | $4,840-78.0% |
| Participant deferral / active EE | $1,333 | $7,003-81.0% | $6,174-78.4% | $6,343-79.0% |
| Admin fee / account holder | $121 | $11,879-99.0% | $9,807-98.8% | $12,316-99.0% |