Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $14,851 | $107,368-86.2% | $92,915-84.0% | $152,909-90.3% |
| Participation rate | 45.5% | 79.8%-34.3pp | 76.0%-30.6pp | 82.5%-37.0pp |
| Annual return | 30.73% | 145.64%-114.9pp | 109.45%-78.7pp | 345.46%-314.7pp |
| Employer contribution / active EE | $1,025 | $4,222-75.7% | $3,653-71.9% | $4,764-78.5% |
| Participant deferral / active EE | $1,161 | $4,848-76.0% | $4,238-72.6% | $5,851-80.2% |
| Admin fee / account holder | $170 | $7,082-97.6% | $5,796-97.1% | $11,601-98.5% |