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 | $8,585 | $156,398-94.5% | $147,318-94.2% | $138,895-93.8% |
| Participation rate | 69.2% | 83.8%-14.5pp | 82.1%-12.8pp | 79.9%-10.7pp |
| Annual return | 26.64% | 78.75%-52.1pp | 70.43%-43.8pp | 145.39%-118.8pp |
| Employer contribution / active EE | $1,252 | $4,853-74.2% | $4,593-72.7% | $4,194-70.2% |
| Participant deferral / active EE | $1,944 | $8,237-76.4% | $7,906-75.4% | $6,396-69.6% |
| Admin fee / account holder | $106 | $14,976-99.3% | $13,708-99.2% | $12,562-99.2% |