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 | $3,493 | $112,915-96.9% | $90,965-96.2% | $158,950-97.8% |
| Participation rate | 62.5% | 74.7%-12.2pp | 69.0%-6.5pp | 82.0%-19.5pp |
| Annual return | 128.22% | 215.75%-87.5pp | 134.57%-6.3pp | 302.91%-174.7pp |
| Employer contribution / active EE | $198 | $2,894-93.2% | $2,122-90.7% | $4,762-95.9% |
| Participant deferral / active EE | $1,536 | $4,128-62.8% | $3,373-54.5% | $5,983-74.3% |
| Admin fee / account holder | $6 | $8,044-99.9% | $5,960-99.9% | $11,248-99.9% |