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.
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 | $53,634 | $275,752-80.5% | $256,809-79.1% | $198,609-73.0% |
| Participation rate | 50.0% | 89.2%-39.2pp | 88.5%-38.5pp | 82.4%-32.4pp |
| Annual return | 17.21% | 34.81%-17.6pp | 32.73%-15.5pp | 202.70%-185.5pp |
| Employer contribution / active EE | $68 | $7,721-99.1% | $7,263-99.1% | $5,055-98.6% |
| Participant deferral / active EE | $5,495 | $10,037-45.3% | $9,520-42.3% | $6,977-21.2% |
| Admin fee / account holder | $68 | $25,716-99.7% | $25,146-99.7% | $19,030-99.6% |