Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $33,103 | $197,637-83.3% | $177,848-81.4% | $158,982-79.2% |
| Participation rate | 30.0% | 88.5%-58.5pp | 87.7%-57.7pp | 82.0%-52.0pp |
| Annual return | 29.58% | 58.77%-29.2pp | 48.33%-18.7pp | 302.99%-273.4pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,475 | $8,405-58.6% | $7,714-54.9% | $5,983-41.9% |
| Admin fee / account holder | $13 | $15,406-99.9% | $12,431-99.9% | $11,252-99.9% |