Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,532 | $166,242-91.3% | $165,071-91.2% | $145,884-90.0% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 92.61% | 100.44%-7.8pp | 70.17%+22.4pp | 551.85%-459.2pp |
| Employer contribution / active EE | $1,063 | $5,283-79.9% | $4,347-75.5% | $4,662-77.2% |
| Participant deferral / active EE | $2,259 | $6,964-67.6% | $6,035-62.6% | $6,690-66.2% |
| Admin fee / account holder | $65 | $16,658-99.6% | $12,695-99.5% | $13,392-99.5% |