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 | $19,618 | $157,304-87.5% | $141,197-86.1% | $152,909-87.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 57.60% | 64.34%-6.7pp | 71.41%-13.8pp | 345.46%-287.9pp |
| Employer contribution / active EE | $800 | $5,263-84.8% | $4,736-83.1% | $4,764-83.2% |
| Participant deferral / active EE | $5,720 | $7,111-19.6% | $6,710-14.8% | $5,851-2.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |