Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,606 | $31,424-72.6% | $81,473-89.4% | $69,631-87.6% |
| Participation rate | 14.1% | 50.8%-36.7pp | 68.0%-53.9pp | 70.7%-56.6pp |
| Annual return | 25.63% | 22.44%+3.2pp | 38.78%-13.2pp | 27571.02%-27545.4pp |
| Employer contribution / active EE | $246 | $1,029-76.1% | $2,568-90.4% | $2,032-87.9% |
| Participant deferral / active EE | $373 | $1,838-79.7% | $3,537-89.5% | $3,224-88.4% |
| Admin fee / account holder | $20 | $103-80.0% | $4,561-99.6% | $110-81.5% |