Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,002 | $115,796-93.1% | $101,264-92.1% | $158,950-95.0% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 79.75% | 56.15%+23.6pp | 46.48%+33.3pp | 302.91%-223.2pp |
| Employer contribution / active EE | $1,065 | $4,175-74.5% | $3,660-70.9% | $4,762-77.6% |
| Participant deferral / active EE | $1,332 | $4,958-73.1% | $4,370-69.5% | $5,983-77.7% |
| Admin fee / account holder | $38 | $7,247-99.5% | $5,947-99.4% | $11,248-99.7% |