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 | $10,473 | $97,289-89.2% | $92,805-88.7% | $155,188-93.3% |
| Participation rate | 50.0% | 84.2%-34.2pp | 83.5%-33.5pp | 80.8%-30.8pp |
| Annual return | 21.91% | 29.03%-7.1pp | 31.59%-9.7pp | 148.84%-126.9pp |
| Employer contribution / active EE | $1,573 | $3,632-56.7% | $3,424-54.1% | $4,248-63.0% |
| Participant deferral / active EE | $1,958 | $8,795-77.7% | $8,448-76.8% | $6,531-70.0% |
| Admin fee / account holder | $58 | $12,015-99.5% | $10,911-99.5% | $14,480-99.6% |