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 | $3,525 | $157,304-97.8% | $141,197-97.5% | $152,909-97.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 43.08% | 64.34%-21.3pp | 71.41%-28.3pp | 345.46%-302.4pp |
| Employer contribution / active EE | $1,248 | $5,263-76.3% | $4,736-73.6% | $4,764-73.8% |
| Participant deferral / active EE | $2,107 | $7,111-70.4% | $6,710-68.6% | $5,851-64.0% |
| Admin fee / account holder | $112 | $12,126-99.1% | $10,265-98.9% | $11,601-99.0% |