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.
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 | $14,295 | $99,079-85.6% | $78,002-81.7% | $273,972-94.8% |
| Participation rate | 35.0% | 78.6%-43.6pp | 75.5%-40.5pp | 83.0%-48.0pp |
| Annual return | 9.27% | 217.93%-208.7pp | 425.99%-416.7pp | 41.46%-32.2pp |
| Employer contribution / active EE | $91 | $3,308-97.2% | $2,470-96.3% | $4,869-98.1% |
| Participant deferral / active EE | $1,105 | $4,306-74.3% | $3,497-68.4% | $5,287-79.1% |
| Admin fee / account holder | $14 | $8,954-99.8% | $5,481-99.7% | $10,133-99.9% |