Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,181 | $112,121-88.2% | $95,960-86.3% | $158,966-91.7% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 13.98% | 171.16%-157.2pp | 91.63%-77.7pp | 302.95%-289.0pp |
| Employer contribution / active EE | $678 | $3,199-78.8% | $2,541-73.3% | $4,762-85.8% |
| Participant deferral / active EE | $814 | $4,784-83.0% | $4,167-80.5% | $5,983-86.4% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |