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.
Employer 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 | $20,090 | $209,425-90.4% | $178,499-88.7% | $158,966-87.4% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 30.42% | 188.80%-158.4pp | 151.10%-120.7pp | 302.95%-272.5pp |
| Employer contribution / active EE | $1,140 | $5,707-80.0% | $5,011-77.3% | $4,762-76.1% |
| Participant deferral / active EE | $2,512 | $5,955-57.8% | $5,202-51.7% | $5,983-58.0% |
| Admin fee / account holder | $30 | $17,078-99.8% | $13,986-99.8% | $11,250-99.7% |