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.
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 | $21,364 | $166,131-87.1% | $164,975-87.1% | $145,877-85.4% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.6%-14.3pp | 80.3%-16.0pp |
| Annual return | 41.46% | 100.37%-58.9pp | 70.12%-28.7pp | 551.28%-509.8pp |
| Employer contribution / active EE | $801 | $5,276-84.8% | $4,343-81.6% | $4,663-82.8% |
| Participant deferral / active EE | $3,407 | $6,962-51.1% | $6,033-43.5% | $6,691-49.1% |
| Admin fee / account holder | $207 | $16,648-98.8% | $12,688-98.4% | $13,402-98.5% |