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 | $25,922 | $152,612-83.0% | $125,192-79.3% | $152,897-83.0% |
| Participation rate | 25.0% | 83.3%-58.3pp | 79.8%-54.8pp | 82.5%-57.5pp |
| Annual return | 33.31% | 54.85%-21.5pp | 43.79%-10.5pp | 345.43%-312.1pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,976 | $5,868-49.3% | $4,937-39.7% | $5,851-49.1% |
| Admin fee / account holder | $79 | $13,437-99.4% | $9,704-99.2% | $11,599-99.3% |