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.
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 | $13,934 | $148,582-90.6% | $135,942-89.7% | $139,456-90.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 27.83% | 79.26%-51.4pp | 68.28%-40.4pp | 373.45%-345.6pp |
| Employer contribution / active EE | $273 | $5,245-94.8% | $4,858-94.4% | $4,753-94.2% |
| Participant deferral / active EE | $5,278 | $8,101-34.9% | $7,759-32.0% | $6,711-21.4% |
| Admin fee / account holder | $33 | $12,402-99.7% | $10,764-99.7% | $11,407-99.7% |