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.
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 | $21,849 | $180,466-87.9% | $154,114-85.8% | $135,382-83.9% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -8.01% | 888.15%-896.2pp | 735.16%-743.2pp | 519.77%-527.8pp |
| Employer contribution / active EE | $1,064 | $6,035-82.4% | $5,298-79.9% | $4,779-77.7% |
| Participant deferral / active EE | $2,654 | $5,806-54.3% | $5,081-47.8% | $5,609-52.7% |
| Admin fee / account holder | $10 | $16,144-99.9% | $13,411-99.9% | $10,829-99.9% |