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 | $19,951 | $150,447-86.7% | $136,298-85.4% | $147,586-86.5% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 26.30% | 1049.15%-1022.9pp | 5156.27%-5130.0pp | 578.59%-552.3pp |
| Employer contribution / active EE | $875 | $5,256-83.4% | $4,696-81.4% | $4,876-82.1% |
| Participant deferral / active EE | $2,444 | $6,631-63.1% | $6,247-60.9% | $5,439-55.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |