Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,394 | $87,166-96.1% | $76,735-95.6% | $137,256-97.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 24.48% | 26.50%-2.0pp | 29.77%-5.3pp | 220.34%-195.9pp |
| Employer contribution / active EE | $499 | $2,904-82.8% | $2,454-79.7% | $4,156-88.0% |
| Participant deferral / active EE | $736 | $4,726-84.4% | $4,088-82.0% | $6,407-88.5% |
| Admin fee / account holder | $27 | $8,403-99.7% | $7,189-99.6% | $12,270-99.8% |