Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,816 | $183,592-93.6% | $155,574-92.4% | $145,877-91.9% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 18.14% | 61.37%-43.2pp | 64.87%-46.7pp | 551.28%-533.1pp |
| Employer contribution / active EE | $1,206 | $5,317-77.3% | $4,676-74.2% | $4,663-74.1% |
| Participant deferral / active EE | $1,633 | $6,466-74.8% | $5,629-71.0% | $6,691-75.6% |
| Admin fee / account holder | $24 | $19,316-99.9% | $15,914-99.8% | $13,402-99.8% |