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.
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 | $18,277 | $201,264-90.9% | $184,185-90.1% | $145,978-87.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 13.81% | 29.00%-15.2pp | 28.81%-15.0pp | 550.52%-536.7pp |
| Employer contribution / active EE | $1,233 | $7,021-82.4% | $6,426-80.8% | $4,662-73.6% |
| Participant deferral / active EE | $3,244 | $9,806-66.9% | $9,132-64.5% | $6,690-51.5% |
| Admin fee / account holder | $188 | $16,376-98.9% | $13,909-98.6% | $13,400-98.6% |