Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,549 | $227,291-94.5% | $214,702-94.2% | $155,188-91.9% |
| Participation rate | 55.6% | 88.0%-32.4pp | 87.5%-31.9pp | 80.8%-25.2pp |
| Annual return | 27.25% | 60.08%-32.8pp | 54.55%-27.3pp | 148.84%-121.6pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,877 | $9,582-59.5% | $9,147-57.6% | $6,531-40.6% |
| Admin fee / account holder | $105 | $20,413-99.5% | $19,830-99.5% | $14,480-99.3% |