Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,693 | $156,398-95.7% | $147,318-95.5% | $138,895-95.2% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 20.41% | 78.75%-58.3pp | 70.43%-50.0pp | 145.39%-125.0pp |
| Employer contribution / active EE | $1,205 | $4,853-75.2% | $4,593-73.8% | $4,194-71.3% |
| Participant deferral / active EE | $1,447 | $8,237-82.4% | $7,906-81.7% | $6,396-77.4% |
| Admin fee / account holder | $47 | $14,976-99.7% | $13,708-99.7% | $12,562-99.6% |