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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,702 | $157,296-94.5% | $141,191-93.8% | $152,897-94.3% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 25.39% | 64.34%-38.9pp | 71.41%-46.0pp | 345.43%-320.0pp |
| Employer contribution / active EE | $1,010 | $5,262-80.8% | $4,736-78.7% | $4,764-78.8% |
| Participant deferral / active EE | $1,796 | $7,111-74.7% | $6,710-73.2% | $5,851-69.3% |
| Admin fee / account holder | $71 | $12,125-99.4% | $10,264-99.3% | $11,599-99.4% |