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 | $11,089 | $160,040-93.1% | $147,096-92.5% | $145,877-92.4% |
| Participation rate | 60.9% | 84.0%-23.2pp | 82.2%-21.3pp | 80.3%-19.4pp |
| Annual return | 19.00% | 98.49%-79.5pp | 419.75%-400.7pp | 551.28%-532.3pp |
| Employer contribution / active EE | $1,508 | $5,289-71.5% | $4,936-69.5% | $4,663-67.7% |
| Participant deferral / active EE | $2,573 | $8,429-69.5% | $8,071-68.1% | $6,691-61.5% |
| Admin fee / account holder | $48 | $15,050-99.7% | $13,005-99.6% | $13,402-99.6% |