Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $9,123 | $121,701-92.5% | $104,639-91.3% | $158,982-94.3% |
| Participation rate | 64.7% | 77.5%-12.8pp | 74.1%-9.4pp | 82.0%-17.3pp |
| Annual return | 6.35% | 465.72%-459.4pp | 340.67%-334.3pp | 302.99%-296.6pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,845 | $4,176-55.8% | $3,738-50.6% | $5,983-69.2% |
| Admin fee / account holder | $82 | $7,778-98.9% | $6,465-98.7% | $11,252-99.3% |