Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $29,458 | $227,399-87.0% | $189,758-84.5% | $198,609-85.2% |
| Participation rate | 25.0% | 84.0%-59.0pp | 79.8%-54.8pp | 82.4%-57.4pp |
| Annual return | 17.43% | 61.03%-43.6pp | 52.62%-35.2pp | 202.70%-185.3pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $325 | $6,837-95.2% | $5,856-94.5% | $6,977-95.3% |
| Admin fee / account holder | $186 | $25,162-99.3% | $20,388-99.1% | $19,030-99.0% |