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 | $3,705 | $77,638-95.2% | $156,551-97.6% | $62,881-94.1% |
| Participation rate | 33.3% | 71.2%-37.9pp | 84.0%-50.7pp | 69.3%-36.0pp |
| Annual return | 25.26% | 50.33%-25.1pp | 32.23%-7.0pp | 20.14%+5.1pp |
| Employer contribution / active EE | $385 | $3,444-88.8% | $5,501-93.0% | $2,281-83.1% |
| Participant deferral / active EE | $691 | $3,046-77.3% | $4,871-85.8% | $3,203-78.4% |
| Admin fee / account holder | $278 | $5,561-95.0% | $13,028-97.9% | $4,296-93.5% |