Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,344 | $155,555-94.0% | $146,866-93.6% | $155,188-94.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 18.10% | 115.41%-97.3pp | 102.85%-84.8pp | 148.84%-130.7pp |
| Employer contribution / active EE | $918 | $4,647-80.3% | $4,425-79.3% | $4,248-78.4% |
| Participant deferral / active EE | $1,573 | $8,044-80.4% | $7,759-79.7% | $6,531-75.9% |
| Admin fee / account holder | $133 | $14,755-99.1% | $13,620-99.0% | $14,480-99.1% |