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 | $16,848 | $165,381-89.8% | $149,730-88.7% | $158,966-89.4% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 25.97% | 348.29%-322.3pp | 276.70%-250.7pp | 302.95%-277.0pp |
| Employer contribution / active EE | $1,086 | $5,104-78.7% | $4,645-76.6% | $4,762-77.2% |
| Participant deferral / active EE | $1,781 | $7,182-75.2% | $6,843-74.0% | $5,983-70.2% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |