Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,465 | $209,422-94.5% | $178,503-93.6% | $158,982-92.8% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 58.26% | 188.81%-130.5pp | 151.12%-92.9pp | 302.99%-244.7pp |
| Employer contribution / active EE | $1,200 | $5,707-79.0% | $5,011-76.1% | $4,763-74.8% |
| Participant deferral / active EE | $1,000 | $5,955-83.2% | $5,202-80.8% | $5,983-83.3% |
| Admin fee / account holder | $35 | $17,079-99.8% | $13,987-99.7% | $11,252-99.7% |