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.
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 | $16,689 | $102,422-83.7% | $147,117-88.7% | $80,959-79.4% |
| Participation rate | 56.3% | 75.9%-19.6pp | 82.2%-25.9pp | 67.7%-11.4pp |
| Annual return | 13.41% | 135.16%-121.7pp | 420.54%-407.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $900 | $3,717-75.8% | $4,932-81.8% | $2,757-67.4% |
| Participant deferral / active EE | $1,474 | $6,652-77.8% | $8,065-81.7% | $4,300-65.7% |
| Admin fee / account holder | $209 | $7,953-97.4% | $12,993-98.4% | $6,925-97.0% |