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 | $10,801 | $156,398-93.1% | $147,318-92.7% | $138,895-92.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 21.90% | 78.75%-56.8pp | 70.43%-48.5pp | 145.39%-123.5pp |
| Employer contribution / active EE | $1,015 | $4,853-79.1% | $4,593-77.9% | $4,194-75.8% |
| Participant deferral / active EE | $1,152 | $8,237-86.0% | $7,906-85.4% | $6,396-82.0% |
| Admin fee / account holder | $6 | $14,976-100.0% | $13,708-100.0% | $12,562-99.9% |