Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,004 | $196,972-93.4% | $182,262-92.9% | $198,609-93.5% |
| Participation rate | 33.3% | 85.7%-52.4pp | 84.2%-50.9pp | 82.4%-49.0pp |
| Annual return | 20.07% | 158.27%-138.2pp | 140.60%-120.5pp | 202.70%-182.6pp |
| Employer contribution / active EE | $1,901 | $5,364-64.6% | $5,046-62.3% | $5,055-62.4% |
| Participant deferral / active EE | $1,481 | $8,643-82.9% | $8,276-82.1% | $6,977-78.8% |
| Admin fee / account holder | $50 | $18,429-99.7% | $16,712-99.7% | $19,030-99.7% |