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 | $11,965 | $148,623-91.9% | $135,974-91.2% | $139,466-91.4% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 34.80% | 79.30%-44.5pp | 68.30%-33.5pp | 373.66%-338.9pp |
| Employer contribution / active EE | $1,120 | $5,246-78.7% | $4,859-76.9% | $4,754-76.4% |
| Participant deferral / active EE | $1,120 | $8,103-86.2% | $7,760-85.6% | $6,712-83.3% |
| Admin fee / account holder | $14 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |