Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $8,365 | $100,970-91.7% | $96,576-91.3% | $137,256-93.9% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 15.43% | 38.16%-22.7pp | 38.47%-23.0pp | 220.34%-204.9pp |
| Employer contribution / active EE | $604 | $3,809-84.1% | $3,553-83.0% | $4,156-85.5% |
| Participant deferral / active EE | $755 | $8,286-90.9% | $7,956-90.5% | $6,407-88.2% |
| Admin fee / account holder | $12 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |