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 | $102,609-89.8% | $98,090-89.3% | $138,895-92.5% |
| Participation rate | 50.0% | 82.8%-32.8pp | 81.5%-31.5pp | 79.9%-29.9pp |
| Annual return | 21.91% | 36.44%-14.5pp | 37.05%-15.1pp | 145.39%-123.5pp |
| Employer contribution / active EE | $1,573 | $3,867-59.3% | $3,606-56.4% | $4,194-62.5% |
| Participant deferral / active EE | $1,958 | $8,167-76.0% | $7,845-75.0% | $6,396-69.4% |
| Admin fee / account holder | $58 | $11,434-99.5% | $11,815-99.5% | $12,562-99.5% |