Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,891 | $196,972-91.4% | $182,262-90.7% | $198,609-91.5% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 13.24% | 158.27%-145.0pp | 140.60%-127.4pp | 202.70%-189.5pp |
| Employer contribution / active EE | $1,520 | $5,364-71.7% | $5,046-69.9% | $5,055-69.9% |
| Participant deferral / active EE | $3,441 | $8,643-60.2% | $8,276-58.4% | $6,977-50.7% |
| Admin fee / account holder | $232 | $18,429-98.7% | $16,712-98.6% | $19,030-98.8% |