Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,992 | $81,208-81.5% | $98,920-84.8% | $79,856-81.2% |
| Participation rate | 34.0% | 72.5%-38.5pp | 76.0%-42.0pp | 69.6%-35.6pp |
| Annual return | 25.77% | 60.99%-35.2pp | 196.47%-170.7pp | 31.71%-5.9pp |
| Employer contribution / active EE | $700 | $1,960-64.3% | $2,689-74.0% | $2,471-71.7% |
| Participant deferral / active EE | $1,382 | $3,265-57.7% | $4,245-67.4% | $3,741-63.0% |
| Admin fee / account holder | $72 | $6,013-98.8% | $6,643-98.9% | $5,306-98.6% |