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 | $6,540 | $175,231-96.3% | $149,696-95.6% | $139,466-95.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 35.04% | 166.77%-131.7pp | 134.46%-99.4pp | 373.66%-338.6pp |
| Employer contribution / active EE | $1,203 | $5,478-78.0% | $4,821-75.1% | $4,754-74.7% |
| Participant deferral / active EE | $1,649 | $6,521-74.7% | $5,682-71.0% | $6,712-75.4% |
| Admin fee / account holder | $84 | $16,155-99.5% | $13,212-99.4% | $11,409-99.3% |