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 | $5,951 | $185,312-96.8% | $161,489-96.3% | $154,746-96.2% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 27.08% | 103.84%-76.8pp | 89.72%-62.6pp | 172.34%-145.3pp |
| Employer contribution / active EE | $1,463 | $4,769-69.3% | $4,268-65.7% | $4,379-66.6% |
| Participant deferral / active EE | $1,448 | $6,350-77.2% | $5,630-74.3% | $6,730-78.5% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |