Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,754 | $162,136-92.8% | $152,301-92.3% | $154,746-92.4% |
| Participation rate | 63.2% | 84.1%-20.9pp | 82.4%-19.3pp | 80.7%-17.5pp |
| Annual return | 25.47% | 91.02%-65.6pp | 80.50%-55.0pp | 172.34%-146.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,802 | $8,341-66.4% | $8,004-65.0% | $6,730-58.4% |
| Admin fee / account holder | $57 | $15,759-99.6% | $14,398-99.6% | $14,365-99.6% |