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.
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 | $11,693 | $85,766-86.4% | $136,298-91.4% | $70,126-83.3% |
| Participation rate | 30.8% | 74.2%-43.4pp | 81.9%-51.2pp | 69.5%-38.8pp |
| Annual return | 24.68% | 31.46%-6.8pp | 5156.27%-5131.6pp | 73.15%-48.5pp |
| Employer contribution / active EE | $641 | $2,966-78.4% | $4,696-86.4% | $2,343-72.7% |
| Participant deferral / active EE | $1,256 | $5,051-75.1% | $6,247-79.9% | $3,332-62.3% |
| Admin fee / account holder | $252 | $5,421-95.3% | $9,244-97.3% | $4,645-94.6% |