Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,932 | $167,533-91.1% | $151,645-90.2% | $134,545-88.9% |
| Participation rate | 22.2% | 88.4%-66.2pp | 87.5%-65.3pp | 81.2%-59.0pp |
| Annual return | -20.11% | 7.81%-27.9pp | 3.34%-23.4pp | 418.37%-438.5pp |
| Employer contribution / active EE | $1,527 | $6,828-77.6% | $6,165-75.2% | $4,742-67.8% |
| Participant deferral / active EE | $2,104 | $8,985-76.6% | $8,363-74.8% | $6,401-67.1% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |