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.
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 | $13,484 | $159,978-91.6% | $147,041-90.8% | $145,978-90.8% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 58.97% | 98.36%-39.4pp | 419.21%-360.2pp | 550.52%-491.6pp |
| Employer contribution / active EE | $741 | $5,288-86.0% | $4,935-85.0% | $4,662-84.1% |
| Participant deferral / active EE | $5,494 | $8,429-34.8% | $8,071-31.9% | $6,690-17.9% |
| Admin fee / account holder | $112 | $15,053-99.3% | $13,006-99.1% | $13,400-99.2% |