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 | $14,795 | $106,905-86.2% | $84,020-82.4% | $152,885-90.3% |
| Participation rate | 38.5% | 75.2%-36.8pp | 69.0%-30.6pp | 82.5%-44.0pp |
| Annual return | 21.38% | 105.00%-83.6pp | 71.31%-49.9pp | 345.39%-324.0pp |
| Employer contribution / active EE | $703 | $2,735-74.3% | $1,984-64.6% | $4,763-85.3% |
| Participant deferral / active EE | $631 | $4,012-84.3% | $3,239-80.5% | $5,851-89.2% |
| Admin fee / account holder | $20 | $8,287-99.8% | $6,101-99.7% | $11,598-99.8% |