Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,266 | $111,830-90.8% | $93,696-89.0% | $145,884-93.0% |
| Participation rate | 23.8% | 74.2%-50.4pp | 68.7%-44.9pp | 80.3%-56.5pp |
| Annual return | 21.46% | 204.08%-182.6pp | 133.74%-112.3pp | 551.85%-530.4pp |
| Employer contribution / active EE | $564 | $3,093-81.8% | $2,422-76.7% | $4,662-87.9% |
| Participant deferral / active EE | $869 | $4,920-82.3% | $4,417-80.3% | $6,690-87.0% |
| Admin fee / account holder | $121 | $10,249-98.8% | $8,287-98.5% | $13,392-99.1% |