Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,794 | $139,948-93.7% | $121,663-92.8% | $154,746-94.3% |
| Participation rate | 66.7% | 78.0%-11.3pp | 74.5%-7.8pp | 80.7%-14.0pp |
| Annual return | 20.40% | 230.52%-210.1pp | 147.54%-127.1pp | 172.34%-151.9pp |
| Employer contribution / active EE | $733 | $3,521-79.2% | $3,020-75.7% | $4,379-83.3% |
| Participant deferral / active EE | $1,153 | $5,629-79.5% | $4,887-76.4% | $6,730-82.9% |
| Admin fee / account holder | $24 | $17,321-99.9% | $14,289-99.8% | $14,365-99.8% |