Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $29,506 | $198,461-85.1% | $170,436-82.7% | $147,585-80.0% |
| Participation rate | 64.3% | 88.0%-23.7pp | 83.6%-19.3pp | 82.8%-18.5pp |
| Annual return | 20.70% | 257.30%-236.6pp | 205.94%-185.2pp | 578.57%-557.9pp |
| Employer contribution / active EE | $1,127 | $6,184-81.8% | $5,433-79.3% | $4,876-76.9% |
| Participant deferral / active EE | $3,571 | $5,629-36.6% | $4,939-27.7% | $5,439-34.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |