Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,438 | $180,459-89.8% | $154,108-88.0% | $135,380-86.4% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,187 | $6,035-80.3% | $5,298-77.6% | $4,779-75.2% |
| Participant deferral / active EE | $12,333 | $5,806+112.4% | $5,081+142.8% | $5,609+119.9% |
| Admin fee / account holder | $155 | $16,145-99.0% | $13,411-98.8% | $10,828-98.6% |