Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,992 | $125,778-94.4% | $114,563-93.9% | $154,746-95.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 17.41% | 295.14%-277.7pp | 241.09%-223.7pp | 172.34%-154.9pp |
| Employer contribution / active EE | $300 | $2,806-89.3% | $2,592-88.4% | $4,379-93.1% |
| Participant deferral / active EE | $300 | $4,445-93.3% | $4,142-92.8% | $6,730-95.5% |
| Admin fee / account holder | $107 | $8,190-98.7% | $7,623-98.6% | $14,365-99.3% |