Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,048 | $217,432-93.5% | $185,849-92.4% | $167,536-91.6% |
| Participation rate | 63.6% | 86.1%-22.4pp | 81.7%-18.1pp | 82.1%-18.5pp |
| Annual return | 19.19% | 148.42%-129.2pp | 122.10%-102.9pp | 478.82%-459.6pp |
| Employer contribution / active EE | $1,559 | $5,875-73.5% | $5,169-69.8% | $4,839-67.8% |
| Participant deferral / active EE | $1,825 | $6,357-71.3% | $5,569-67.2% | $6,342-71.2% |
| Admin fee / account holder | $7 | $19,818-100.0% | $16,244-100.0% | $12,315-99.9% |