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 | $5,054 | $110,337-95.4% | $102,383-95.1% | $145,877-96.5% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 12.50% | 24.83%-12.3pp | 24.94%-12.4pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,041 | $4,216-75.3% | $3,870-73.1% | $4,663-77.7% |
| Participant deferral / active EE | $1,184 | $5,621-78.9% | $5,060-76.6% | $6,691-82.3% |
| Admin fee / account holder | $23 | $9,750-99.8% | $8,391-99.7% | $13,402-99.8% |