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 | $10,999 | $185,856-94.1% | $170,028-93.5% | $139,456-92.1% |
| Participation rate | 68.4% | 87.8%-19.3pp | 87.0%-18.6pp | 80.3%-11.9pp |
| Annual return | 21.16% | 60.52%-39.4pp | 53.39%-32.2pp | 373.45%-352.3pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,345 | $11,623-79.8% | $10,409-77.5% | $6,711-65.1% |
| Admin fee / account holder | $277 | $15,387-98.2% | $12,820-97.8% | $11,407-97.6% |