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 | $4,116 | $117,444-96.5% | $99,479-95.9% | $152,909-97.3% |
| Participation rate | 62.5% | 77.5%-15.0pp | 73.8%-11.3pp | 82.5%-20.0pp |
| Annual return | 543.07% | 31.87%+511.2pp | 30.72%+512.3pp | 345.46%+197.6pp |
| Employer contribution / active EE | $1,850 | $3,014-38.6% | $2,540-27.2% | $4,764-61.2% |
| Participant deferral / active EE | $455 | $4,086-88.9% | $3,619-87.4% | $5,851-92.2% |
| Admin fee / account holder | $16 | $7,635-99.8% | $6,253-99.7% | $11,601-99.9% |