Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,774 | $209,336-92.0% | $197,124-91.5% | $137,256-87.8% |
| Participation rate | 40.0% | 87.3%-47.3pp | 86.7%-46.7pp | 80.0%-40.0pp |
| Annual return | 11.88% | 48.09%-36.2pp | 44.34%-32.5pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,732 | $6,591-73.7% | $6,227-72.2% | $4,156-58.3% |
| Participant deferral / active EE | $429 | $9,614-95.5% | $9,135-95.3% | $6,407-93.3% |
| Admin fee / account holder | $77 | $17,308-99.6% | $16,298-99.5% | $12,270-99.4% |