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 | $11,388 | $212,777-94.6% | $173,703-93.4% | $198,609-94.3% |
| Participation rate | 33.3% | 81.1%-47.7pp | 75.9%-42.6pp | 82.4%-49.0pp |
| Annual return | 14.75% | 18.82%-4.1pp | 17.46%-2.7pp | 202.70%-187.9pp |
| Employer contribution / active EE | $1,400 | $5,214-73.2% | $4,288-67.4% | $5,055-72.3% |
| Participant deferral / active EE | $1,566 | $5,697-72.5% | $4,854-67.7% | $6,977-77.6% |
| Admin fee / account holder | $47 | $19,536-99.8% | $15,562-99.7% | $19,030-99.8% |