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 | $21,136 | $112,112-81.1% | $95,956-78.0% | $158,950-86.7% |
| Participation rate | 33.3% | 79.0%-45.6pp | 77.1%-43.7pp | 82.0%-48.6pp |
| Annual return | 16.39% | 171.15%-154.8pp | 91.63%-75.2pp | 302.91%-286.5pp |
| Employer contribution / active EE | $640 | $3,199-80.0% | $2,541-74.8% | $4,762-86.6% |
| Participant deferral / active EE | $907 | $4,784-81.0% | $4,167-78.2% | $5,983-84.8% |
| Admin fee / account holder | $271 | $10,134-97.3% | $6,797-96.0% | $11,248-97.6% |