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 | $17,136 | $165,351-89.6% | $149,710-88.6% | $158,931-89.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 26.73% | 348.19%-321.5pp | 276.63%-249.9pp | 302.86%-276.1pp |
| Employer contribution / active EE | $922 | $5,103-81.9% | $4,645-80.2% | $4,761-80.6% |
| Participant deferral / active EE | $2,100 | $7,181-70.8% | $6,842-69.3% | $5,982-64.9% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |