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 | $7,406 | $165,361-95.5% | $149,715-95.1% | $158,950-95.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 22.63% | 348.24%-325.6pp | 276.66%-254.0pp | 302.91%-280.3pp |
| Employer contribution / active EE | $1,045 | $5,103-79.5% | $4,645-77.5% | $4,762-78.1% |
| Participant deferral / active EE | $2,290 | $7,182-68.1% | $6,842-66.5% | $5,983-61.7% |
| Admin fee / account holder | $59 | $10,808-99.5% | $9,310-99.4% | $11,248-99.5% |