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 | $22,349 | $155,833-85.7% | $124,693-82.1% | $167,518-86.7% |
| Participation rate | 41.7% | 81.1%-39.4pp | 74.6%-32.9pp | 82.1%-40.4pp |
| Annual return | 15.32% | 17.98%-2.7pp | 5144.19%-5128.9pp | 478.71%-463.4pp |
| Employer contribution / active EE | $1,007 | $4,164-75.8% | $3,324-69.7% | $4,838-79.2% |
| Participant deferral / active EE | $1,281 | $5,675-77.4% | $4,615-72.3% | $6,342-79.8% |
| Admin fee / account holder | $270 | $9,534-97.2% | $7,494-96.4% | $12,312-97.8% |