Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $14,846 | $148,623-90.0% | $135,974-89.1% | $139,466-89.4% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 15.69% | 79.30%-63.6pp | 68.30%-52.6pp | 373.66%-358.0pp |
| Employer contribution / active EE | $1,423 | $5,246-72.9% | $4,859-70.7% | $4,754-70.1% |
| Participant deferral / active EE | $2,071 | $8,103-74.4% | $7,760-73.3% | $6,712-69.1% |
| Admin fee / account holder | $158 | $12,406-98.7% | $10,767-98.5% | $11,409-98.6% |