Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,124 | $160,040-90.6% | $147,096-89.7% | $145,877-89.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.73% | 98.49%-83.8pp | 419.75%-405.0pp | 551.28%-536.6pp |
| Employer contribution / active EE | $1,089 | $5,289-79.4% | $4,936-77.9% | $4,663-76.6% |
| Participant deferral / active EE | $2,411 | $8,429-71.4% | $8,071-70.1% | $6,691-64.0% |
| Admin fee / account holder | $36 | $15,050-99.8% | $13,005-99.7% | $13,402-99.7% |