Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,773 | $154,228-95.6% | $145,433-95.3% | $137,256-95.1% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 39.30% | 74.59%-35.3pp | 66.58%-27.3pp | 220.34%-181.0pp |
| Employer contribution / active EE | $1,191 | $4,804-75.2% | $4,554-73.8% | $4,156-71.3% |
| Participant deferral / active EE | $1,781 | $8,216-78.3% | $7,897-77.4% | $6,407-72.2% |
| Admin fee / account holder | $83 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |