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.
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 | $15,135 | $227,291-93.3% | $214,702-93.0% | $155,188-90.2% |
| Participation rate | 50.0% | 88.0%-38.0pp | 87.5%-37.5pp | 80.8%-30.8pp |
| Annual return | 18.83% | 60.08%-41.2pp | 54.55%-35.7pp | 148.84%-130.0pp |
| Employer contribution / active EE | $1,737 | $6,772-74.4% | $6,461-73.1% | $4,248-59.1% |
| Participant deferral / active EE | $1,858 | $9,582-80.6% | $9,147-79.7% | $6,531-71.6% |
| Admin fee / account holder | $27 | $20,413-99.9% | $19,830-99.9% | $14,480-99.8% |