Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,907 | $110,410-92.8% | $102,437-92.3% | $145,897-94.6% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 15.14% | 24.85%-9.7pp | 24.95%-9.8pp | 552.29%-537.1pp |
| Employer contribution / active EE | $899 | $4,217-78.7% | $3,871-76.8% | $4,663-80.7% |
| Participant deferral / active EE | $1,091 | $5,622-80.6% | $5,060-78.4% | $6,689-83.7% |
| Admin fee / account holder | $51 | $9,745-99.5% | $8,388-99.4% | $13,390-99.6% |