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 | $24,085 | $102,422-76.5% | $147,117-83.6% | $80,959-70.3% |
| Participation rate | 39.5% | 75.9%-36.4pp | 82.2%-42.7pp | 67.7%-28.2pp |
| Annual return | 20.15% | 135.16%-115.0pp | 420.54%-400.4pp | 35.67%-15.5pp |
| Employer contribution / active EE | $1,213 | $3,717-67.4% | $4,932-75.4% | $2,757-56.0% |
| Participant deferral / active EE | $1,516 | $6,652-77.2% | $8,065-81.2% | $4,300-64.8% |
| Admin fee / account holder | $212 | $7,953-97.3% | $12,993-98.4% | $6,925-96.9% |