Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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.
Employer 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 | $11,988 | $55,437-78.4% | $155,534-92.3% | $74,459-83.9% |
| Participation rate | 28.7% | 61.9%-33.2pp | 78.2%-49.5pp | 67.2%-38.5pp |
| Annual return | 14.84% | 269.58%-254.7pp | 64.92%-50.1pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,300 | $2,837-54.2% | $5,630-76.9% | $4,350-70.1% |
| Admin fee / account holder | $224 | $1,742-87.1% | $15,900-98.6% | $1,945-88.5% |