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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,855 | $37,044-54.5% | $71,796-76.5% | $57,658-70.8% |
| Participation rate | 46.7% | 61.1%-14.5pp | 69.1%-22.5pp | 70.2%-23.6pp |
| Annual return | 6.65% | 12.64%-6.0pp | 78.04%-71.4pp | 5.13%+1.5pp |
| Employer contribution / active EE | $170 | $720-76.3% | $1,924-91.1% | $1,974-91.4% |
| Participant deferral / active EE | $859 | $1,974-56.5% | $2,794-69.2% | $3,061-71.9% |
| Admin fee / account holder | $4 | $101-95.9% | $4,815-99.9% | $95-95.6% |