Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,272 | $124,336-93.3% | $111,303-92.6% | $167,518-95.1% |
| Participation rate | 42.9% | 79.6%-36.8pp | 77.3%-34.5pp | 82.1%-39.3pp |
| Annual return | 21.97% | 37.45%-15.5pp | 54.66%-32.7pp | 478.71%-456.7pp |
| Employer contribution / active EE | $1,379 | $3,436-59.9% | $2,731-49.5% | $4,838-71.5% |
| Participant deferral / active EE | $1,436 | $5,181-72.3% | $4,487-68.0% | $6,342-77.4% |
| Admin fee / account holder | $16 | $10,623-99.8% | $7,966-99.8% | $12,312-99.9% |