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 | $5,191 | $175,259-97.0% | $149,723-96.5% | $139,487-96.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 41.77% | 166.82%-125.1pp | 134.50%-92.7pp | 373.84%-332.1pp |
| Employer contribution / active EE | $2,792 | $5,478-49.0% | $4,821-42.1% | $4,755-41.3% |
| Participant deferral / active EE | $1,350 | $6,522-79.3% | $5,682-76.2% | $6,713-79.9% |
| Admin fee / account holder | $23 | $16,158-99.9% | $13,215-99.8% | $11,407-99.8% |