Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,713 | $149,741-90.8% | $118,914-88.5% | $158,982-91.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 75.4%-25.4pp | 82.0%-32.0pp |
| Annual return | 57.27% | 19.94%+37.3pp | 35.89%+21.4pp | 302.99%-245.7pp |
| Employer contribution / active EE | $735 | $4,119-82.2% | $3,264-77.5% | $4,763-84.6% |
| Participant deferral / active EE | $4,087 | $5,226-21.8% | $4,266-4.2% | $5,983-31.7% |
| Admin fee / account holder | $4 | $8,607-100.0% | $6,582-99.9% | $11,252-100.0% |