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.
Employer 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 | $22,537 | $85,766-73.7% | $136,298-83.5% | $70,126-67.9% |
| Participation rate | 66.0% | 74.2%-8.1pp | 81.9%-15.9pp | 69.5%-3.5pp |
| Annual return | 36.26% | 31.46%+4.8pp | 5156.27%-5120.0pp | 73.15%-36.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,988 | $5,051+18.5% | $6,247-4.1% | $3,332+79.7% |
| Admin fee / account holder | $14 | $5,421-99.7% | $9,244-99.8% | $4,645-99.7% |