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 | $8,492 | $132,634-93.6% | $115,768-92.7% | $137,256-93.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 18.93% | 160.70%-141.8pp | 100.46%-81.5pp | 220.34%-201.4pp |
| Employer contribution / active EE | $730 | $3,360-78.3% | $2,940-75.2% | $4,156-82.4% |
| Participant deferral / active EE | $1,245 | $5,619-77.8% | $4,917-74.7% | $6,407-80.6% |
| Admin fee / account holder | $137 | $15,028-99.1% | $12,439-98.9% | $12,270-98.9% |