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 | $14,748 | $157,296-90.6% | $141,191-89.6% | $152,897-90.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 15.75% | 64.34%-48.6pp | 71.41%-55.7pp | 345.43%-329.7pp |
| Employer contribution / active EE | $475 | $5,262-91.0% | $4,736-90.0% | $4,764-90.0% |
| Participant deferral / active EE | $5,014 | $7,111-29.5% | $6,710-25.3% | $5,851-14.3% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |