Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,440 | $139,948-89.0% | $121,663-87.3% | $154,746-90.0% |
| Participation rate | 42.9% | 78.0%-35.2pp | 74.5%-31.6pp | 80.7%-37.8pp |
| Annual return | 18.02% | 230.52%-212.5pp | 147.54%-129.5pp | 172.34%-154.3pp |
| Employer contribution / active EE | $793 | $3,521-77.5% | $3,020-73.8% | $4,379-81.9% |
| Participant deferral / active EE | $936 | $5,629-83.4% | $4,887-80.8% | $6,730-86.1% |
| Admin fee / account holder | $166 | $17,321-99.0% | $14,289-98.8% | $14,365-98.8% |