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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,721 | $152,612-92.3% | $125,192-90.6% | $152,897-92.3% |
| Participation rate | 40.0% | 83.3%-43.3pp | 79.8%-39.8pp | 82.5%-42.5pp |
| Annual return | 22.86% | 54.85%-32.0pp | 43.79%-20.9pp | 345.43%-322.6pp |
| Employer contribution / active EE | $1,553 | $4,947-68.6% | $3,866-59.8% | $4,764-67.4% |
| Participant deferral / active EE | $1,196 | $5,868-79.6% | $4,937-75.8% | $5,851-79.6% |
| Admin fee / account holder | $11 | $13,437-99.9% | $9,704-99.9% | $11,599-99.9% |