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 | $12,378 | $78,682-84.3% | $109,188-88.7% | $85,851-85.6% |
| Participation rate | 23.7% | 68.3%-44.6pp | 75.9%-52.2pp | 69.3%-45.6pp |
| Annual return | 21.27% | 25.09%-3.8pp | 25.76%-4.5pp | 318.63%-297.4pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $950 | $3,468-72.6% | $4,654-79.6% | $3,952-76.0% |
| Admin fee / account holder | $43 | $5,470-99.2% | $6,755-99.4% | $6,261-99.3% |