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 | $15,792 | $162,136-90.3% | $152,301-89.6% | $154,746-89.8% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 20.71% | 91.02%-70.3pp | 80.50%-59.8pp | 172.34%-151.6pp |
| Employer contribution / active EE | $1,370 | $4,890-72.0% | $4,624-70.4% | $4,379-68.7% |
| Participant deferral / active EE | $1,750 | $8,341-79.0% | $8,004-78.1% | $6,730-74.0% |
| Admin fee / account holder | $43 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |