Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,735 | $217,432-91.8% | $185,849-90.5% | $167,536-89.4% |
| Participation rate | 20.0% | 86.1%-66.1pp | 81.7%-61.7pp | 82.1%-62.1pp |
| Annual return | 57.99% | 148.42%-90.4pp | 122.10%-64.1pp | 478.82%-420.8pp |
| Employer contribution / active EE | $447 | $5,875-92.4% | $5,169-91.3% | $4,839-90.8% |
| Participant deferral / active EE | $2,604 | $6,357-59.0% | $5,569-53.2% | $6,342-58.9% |
| Admin fee / account holder | $39 | $19,818-99.8% | $16,244-99.8% | $12,315-99.7% |