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.
Employer 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 | $19,822 | $197,637-90.0% | $177,848-88.9% | $158,982-87.5% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 28.11% | 58.77%-30.7pp | 48.33%-20.2pp | 302.99%-274.9pp |
| Employer contribution / active EE | $1,226 | $6,698-81.7% | $5,919-79.3% | $4,763-74.3% |
| Participant deferral / active EE | $3,224 | $8,405-61.6% | $7,714-58.2% | $5,983-46.1% |
| Admin fee / account holder | $79 | $15,406-99.5% | $12,431-99.4% | $11,252-99.3% |