Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $27,368 | $202,342-86.5% | $172,753-84.2% | $152,909-82.1% |
| Participation rate | 53.8% | 87.1%-33.2pp | 82.6%-28.8pp | 82.5%-28.6pp |
| Annual return | 20.68% | 1029.88%-1009.2pp | 803.00%-782.3pp | 345.46%-324.8pp |
| Employer contribution / active EE | $805 | $5,857-86.3% | $5,144-84.4% | $4,764-83.1% |
| Participant deferral / active EE | $3,008 | $5,948-49.4% | $5,198-42.1% | $5,851-48.6% |
| Admin fee / account holder | $171 | $17,112-99.0% | $13,956-98.8% | $11,601-98.5% |