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.
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 | $17,863 | $87,106-79.5% | $105,607-83.1% | $80,935-77.9% |
| Participation rate | 50.0% | 70.4%-20.4pp | 75.3%-25.3pp | 67.7%-17.7pp |
| Annual return | 12.24% | 17.01%-4.8pp | 116.11%-103.9pp | 35.66%-23.4pp |
| Employer contribution / active EE | $1,139 | $2,396-52.5% | $3,167-64.0% | $2,757-58.7% |
| Participant deferral / active EE | $1,659 | $3,986-58.4% | $5,011-66.9% | $4,299-61.4% |
| Admin fee / account holder | $158 | $8,447-98.1% | $10,958-98.6% | $6,924-97.7% |