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 | $1,976 | $97,125-98.0% | $86,233-97.7% | $137,256-98.6% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.0%+0.2pp | 80.0%-10.7pp |
| Annual return | 19.02% | 74.19%-55.2pp | 61.39%-42.4pp | 220.34%-201.3pp |
| Employer contribution / active EE | $305 | $2,841-89.3% | $2,504-87.8% | $4,156-92.7% |
| Participant deferral / active EE | $531 | $5,180-89.8% | $4,559-88.4% | $6,407-91.7% |
| Admin fee / account holder | $119 | $9,725-98.8% | $8,342-98.6% | $12,270-99.0% |