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 | $14,784 | $165,399-91.1% | $149,745-90.1% | $158,982-90.7% |
| Participation rate | 40.9% | 84.6%-43.7pp | 82.5%-41.6pp | 82.0%-41.1pp |
| Annual return | 37.80% | 348.34%-310.5pp | 276.72%-238.9pp | 302.99%-265.2pp |
| Employer contribution / active EE | $1,081 | $5,105-78.8% | $4,646-76.7% | $4,763-77.3% |
| Participant deferral / active EE | $2,247 | $7,183-68.7% | $6,843-67.2% | $5,983-62.4% |
| Admin fee / account holder | $229 | $10,811-97.9% | $9,312-97.5% | $11,252-98.0% |