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.
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 | $22,544 | $227,399-90.1% | $189,758-88.1% | $198,609-88.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 18.95% | 61.03%-42.1pp | 52.62%-33.7pp | 202.70%-183.7pp |
| Employer contribution / active EE | $502 | $5,526-90.9% | $4,767-89.5% | $5,055-90.1% |
| Participant deferral / active EE | $4,257 | $6,837-37.7% | $5,856-27.3% | $6,977-39.0% |
| Admin fee / account holder | $49 | $25,162-99.8% | $20,388-99.8% | $19,030-99.7% |