Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,625 | $154,228-91.8% | $145,433-91.3% | $137,256-90.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 17.33% | 74.59%-57.3pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,255 | $4,804-73.9% | $4,554-72.4% | $4,156-69.8% |
| Participant deferral / active EE | $2,025 | $8,216-75.4% | $7,897-74.4% | $6,407-68.4% |
| Admin fee / account holder | $159 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |