Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,489 | $155,555-94.5% | $146,866-94.2% | $155,188-94.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 44.88% | 115.41%-70.5pp | 102.85%-58.0pp | 148.84%-104.0pp |
| Employer contribution / active EE | $1,105 | $4,647-76.2% | $4,425-75.0% | $4,248-74.0% |
| Participant deferral / active EE | $1,191 | $8,044-85.2% | $7,759-84.7% | $6,531-81.8% |
| Admin fee / account holder | $12 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |