Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,003 | $185,312-91.4% | $161,489-90.1% | $154,746-89.7% |
| Participation rate | 47.1% | 82.5%-35.4pp | 78.7%-31.6pp | 80.7%-33.6pp |
| Annual return | 20.54% | 103.84%-83.3pp | 89.72%-69.2pp | 172.34%-151.8pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,273 | $6,350-64.2% | $5,630-59.6% | $6,730-66.2% |
| Admin fee / account holder | $241 | $18,654-98.7% | $16,006-98.5% | $14,365-98.3% |