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 | $10,634 | $138,075-92.3% | $123,552-91.4% | $135,379-92.1% |
| Participation rate | 44.4% | 84.7%-40.3pp | 82.3%-37.9pp | 82.6%-38.2pp |
| Annual return | 22.15% | 153.70%-131.6pp | 119.20%-97.1pp | 519.79%-497.6pp |
| Employer contribution / active EE | $860 | $5,152-83.3% | $4,628-81.4% | $4,779-82.0% |
| Participant deferral / active EE | $2,550 | $6,800-62.5% | $6,426-60.3% | $5,609-54.5% |
| Admin fee / account holder | $70 | $10,917-99.4% | $9,285-99.2% | $10,828-99.4% |