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 | $6,581 | $147,594-95.5% | $121,871-94.6% | $198,609-96.7% |
| Participation rate | 63.6% | 78.0%-14.3pp | 73.2%-9.6pp | 82.4%-18.7pp |
| Annual return | 20.72% | 12.94%+7.8pp | 13.57%+7.2pp | 202.70%-182.0pp |
| Employer contribution / active EE | $649 | $3,007-78.4% | $2,731-76.2% | $5,055-87.2% |
| Participant deferral / active EE | $649 | $5,168-87.4% | $4,318-85.0% | $6,977-90.7% |
| Admin fee / account holder | $17 | $15,134-99.9% | $11,551-99.9% | $19,030-99.9% |