Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,008 | $60,128-85.0% | $90,440-90.0% | $79,852-88.7% |
| Participation rate | 24.4% | 65.0%-40.5pp | 72.7%-48.2pp | 69.6%-45.2pp |
| Annual return | 29.46% | 71.95%-42.5pp | 1294.38%-1264.9pp | 31.72%-2.3pp |
| Employer contribution / active EE | $504 | $2,068-75.6% | $3,263-84.6% | $2,471-79.6% |
| Participant deferral / active EE | $712 | $2,939-75.8% | $3,964-82.0% | $3,740-81.0% |
| Admin fee / account holder | $212 | $3,977-94.7% | $5,615-96.2% | $5,306-96.0% |