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.
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 | $19,501 | $228,395-91.5% | $185,861-89.5% | $158,982-87.7% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 19.95% | 40.82%-20.9pp | 35.96%-16.0pp | 302.99%-283.0pp |
| Employer contribution / active EE | $1,066 | $4,968-78.5% | $4,088-73.9% | $4,763-77.6% |
| Participant deferral / active EE | $1,066 | $6,417-83.4% | $5,634-81.1% | $5,983-82.2% |
| Admin fee / account holder | $20 | $11,869-99.8% | $9,503-99.8% | $11,252-99.8% |