Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,274 | $208,088-94.6% | $186,193-93.9% | $154,746-92.7% |
| Participation rate | 57.1% | 80.0%-22.9pp | 77.1%-20.0pp | 80.7%-23.6pp |
| Annual return | 19.92% | 89.97%-70.1pp | 78.03%-58.1pp | 172.34%-152.4pp |
| Employer contribution / active EE | $474 | $4,340-89.1% | $3,918-87.9% | $4,379-89.2% |
| Participant deferral / active EE | $639 | $7,078-91.0% | $6,513-90.2% | $6,730-90.5% |
| Admin fee / account holder | $52 | $11,698-99.6% | $11,058-99.5% | $14,365-99.6% |