Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $4,287 | $111,814-96.2% | $103,378-95.9% | $145,978-97.1% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 11.34% | 24.80%-13.5pp | 24.91%-13.6pp | 550.52%-539.2pp |
| Employer contribution / active EE | $969 | $4,215-77.0% | $3,870-75.0% | $4,662-79.2% |
| Participant deferral / active EE | $474 | $5,618-91.6% | $5,058-90.6% | $6,690-92.9% |
| Admin fee / account holder | $112 | $9,764-98.9% | $8,401-98.7% | $13,400-99.2% |