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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,770 | $78,607-73.6% | $105,624-80.3% | $74,478-72.1% |
| Participation rate | 58.9% | 72.8%-14.0pp | 75.3%-16.4pp | 67.2%-8.4pp |
| Annual return | 12.09% | 15.96%-3.9pp | 116.20%-104.1pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $1,434 | $2,523-43.2% | $3,168-54.7% | $2,626-45.4% |
| Participant deferral / active EE | $1,849 | $4,325-57.3% | $5,013-63.1% | $4,350-57.5% |
| Admin fee / account holder | $134 | $2,220-93.9% | $10,961-98.8% | $1,946-93.1% |