Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,186 | $147,556-95.8% | $129,031-95.2% | $198,609-96.9% |
| Participation rate | 63.6% | 77.2%-13.6pp | 73.4%-9.7pp | 82.4%-18.7pp |
| Annual return | 23.19% | 37.41%-14.2pp | 34.67%-11.5pp | 202.70%-179.5pp |
| Employer contribution / active EE | $781 | $3,645-78.6% | $3,226-75.8% | $5,055-84.6% |
| Participant deferral / active EE | $1,155 | $5,760-79.9% | $5,217-77.9% | $6,977-83.4% |
| Admin fee / account holder | $30 | $15,467-99.8% | $13,208-99.8% | $19,030-99.8% |