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.
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 | $5,799 | $77,449-92.5% | $69,483-91.7% | $152,909-96.2% |
| Participation rate | 31.8% | 78.1%-46.3pp | 74.6%-42.8pp | 82.5%-50.6pp |
| Annual return | 37.47% | 39.09%-1.6pp | 28.99%+8.5pp | 345.46%-308.0pp |
| Employer contribution / active EE | $326 | $3,316-90.2% | $2,780-88.3% | $4,764-93.2% |
| Participant deferral / active EE | $1,185 | $4,415-73.2% | $3,537-66.5% | $5,851-79.7% |
| Admin fee / account holder | $19 | $6,210-99.7% | $3,841-99.5% | $11,601-99.8% |