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 | $12,897 | $176,105-92.7% | $159,474-91.9% | $167,536-92.3% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $6,625 | $5,299+25.0% | $4,831+37.1% | $4,839+36.9% |
| Participant deferral / active EE | $1,069 | $7,751-86.2% | $7,353-85.5% | $6,342-83.2% |
| Admin fee / account holder | $3 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |