Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,663 | $50,150-88.7% | $149,723-96.2% | $80,169-92.9% |
| Participation rate | 22.1% | 64.3%-42.2pp | 78.8%-56.7pp | 72.9%-50.9pp |
| Annual return | 54.19% | 29.80%+24.4pp | 134.50%-80.3pp | 40.39%+13.8pp |
| Employer contribution / active EE | $157 | $1,868-91.6% | $4,821-96.7% | $2,978-94.7% |
| Participant deferral / active EE | $1,013 | $3,195-68.3% | $5,682-82.2% | $5,016-79.8% |
| Admin fee / account holder | $85 | $153-44.6% | $13,215-99.4% | $145-41.6% |