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 | $17,130 | $124,346-86.2% | $111,308-84.6% | $167,536-89.8% |
| Participation rate | 33.3% | 79.6%-46.3pp | 77.3%-44.0pp | 82.1%-48.8pp |
| Annual return | 11.43% | 37.45%-26.0pp | 54.67%-43.2pp | 478.82%-467.4pp |
| Employer contribution / active EE | $1,066 | $3,437-69.0% | $2,732-61.0% | $4,839-78.0% |
| Participant deferral / active EE | $1,219 | $5,182-76.5% | $4,487-72.8% | $6,342-80.8% |
| Admin fee / account holder | $132 | $10,621-98.8% | $7,965-98.3% | $12,315-98.9% |