Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $20,101 | $78,670-74.4% | $109,173-81.6% | $85,847-76.6% |
| Participation rate | 15.6% | 68.3%-52.7pp | 75.9%-60.3pp | 69.3%-53.7pp |
| Annual return | 14.14% | 25.09%-10.9pp | 25.75%-11.6pp | 318.61%-304.5pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,210 | $3,467-65.1% | $4,654-74.0% | $3,952-69.4% |
| Admin fee / account holder | $181 | $5,469-96.7% | $6,755-97.3% | $6,261-97.1% |