Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $6,502 | $228,352-97.2% | $185,835-96.5% | $158,966-95.9% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 30.16% | 40.81%-10.7pp | 35.96%-5.8pp | 302.95%-272.8pp |
| Employer contribution / active EE | $790 | $4,967-84.1% | $4,087-80.7% | $4,762-83.4% |
| Participant deferral / active EE | $1,184 | $6,416-81.5% | $5,633-79.0% | $5,983-80.2% |
| Admin fee / account holder | $204 | $11,867-98.3% | $9,502-97.8% | $11,250-98.2% |