Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $8,903 | $129,239-93.1% | $93,419-90.5% | $158,966-94.4% |
| Participation rate | 55.6% | 70.9%-15.4pp | 66.8%-11.2pp | 82.0%-26.4pp |
| Annual return | 33.02% | 118.21%-85.2pp | 78.05%-45.0pp | 302.95%-269.9pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,925 | $3,909+102.8% | $3,126+153.6% | $5,983+32.5% |
| Admin fee / account holder | $77 | $7,383-99.0% | $5,230-98.5% | $11,250-99.3% |