Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $16,127 | $157,276-89.7% | $141,177-88.6% | $152,885-89.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 22.95% | 64.33%-41.4pp | 71.40%-48.5pp | 345.39%-322.4pp |
| Employer contribution / active EE | $1,203 | $5,262-77.1% | $4,736-74.6% | $4,763-74.7% |
| Participant deferral / active EE | $1,705 | $7,110-76.0% | $6,710-74.6% | $5,851-70.9% |
| Admin fee / account holder | $114 | $12,123-99.1% | $10,263-98.9% | $11,598-99.0% |