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 | $11,575 | $93,598-87.6% | $135,974-91.5% | $75,173-84.6% |
| Participation rate | 34.5% | 75.2%-40.7pp | 81.9%-47.4pp | 67.2%-32.7pp |
| Annual return | 32.27% | 30.89%+1.4pp | 68.30%-36.0pp | 160.72%-128.4pp |
| Employer contribution / active EE | $887 | $3,538-74.9% | $4,859-81.7% | $2,671-66.8% |
| Participant deferral / active EE | $2,030 | $6,405-68.3% | $7,760-73.8% | $4,126-50.8% |
| Admin fee / account holder | $117 | $6,978-98.3% | $10,767-98.9% | $5,651-97.9% |