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 | $17,291 | $162,136-89.3% | $152,301-88.6% | $154,746-88.8% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 27.67% | 91.02%-63.4pp | 80.50%-52.8pp | 172.34%-144.7pp |
| Employer contribution / active EE | $2,317 | $4,890-52.6% | $4,624-49.9% | $4,379-47.1% |
| Participant deferral / active EE | $2,356 | $8,341-71.8% | $8,004-70.6% | $6,730-65.0% |
| Admin fee / account holder | $59 | $15,759-99.6% | $14,398-99.6% | $14,365-99.6% |