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.
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 | $9,027 | $102,429-91.2% | $147,096-93.9% | $80,925-88.8% |
| Participation rate | 55.7% | 75.9%-20.1pp | 82.2%-26.4pp | 67.7%-11.9pp |
| Annual return | 20.39% | 135.02%-114.6pp | 419.75%-399.4pp | 35.65%-15.3pp |
| Employer contribution / active EE | $904 | $3,716-75.7% | $4,936-81.7% | $2,756-67.2% |
| Participant deferral / active EE | $1,615 | $6,649-75.7% | $8,071-80.0% | $4,299-62.4% |
| Admin fee / account holder | $171 | $7,957-97.8% | $13,005-98.7% | $6,940-97.5% |