Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,057 | $160,040-95.0% | $147,096-94.5% | $145,877-94.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 21.09% | 98.49%-77.4pp | 419.75%-398.7pp | 551.28%-530.2pp |
| Employer contribution / active EE | $1,338 | $5,289-74.7% | $4,936-72.9% | $4,663-71.3% |
| Participant deferral / active EE | $1,338 | $8,429-84.1% | $8,071-83.4% | $6,691-80.0% |
| Admin fee / account holder | $12 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |