Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,672 | $166,268-89.4% | $165,100-89.3% | $145,897-87.9% |
| Participation rate | 55.0% | 82.0%-27.0pp | 78.6%-23.6pp | 80.3%-25.3pp |
| Annual return | 14.40% | 100.52%-86.1pp | 70.21%-55.8pp | 552.29%-537.9pp |
| Employer contribution / active EE | $993 | $5,284-81.2% | $4,348-77.2% | $4,663-78.7% |
| Participant deferral / active EE | $2,361 | $6,964-66.1% | $6,035-60.9% | $6,689-64.7% |
| Admin fee / account holder | $15 | $16,659-99.9% | $12,696-99.9% | $13,390-99.9% |