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 | $7,580 | $176,105-95.7% | $159,474-95.2% | $167,536-95.5% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 24.86% | 331.91%-307.1pp | 263.68%-238.8pp | 478.82%-454.0pp |
| Employer contribution / active EE | $1,156 | $5,299-78.2% | $4,831-76.1% | $4,839-76.1% |
| Participant deferral / active EE | $1,982 | $7,751-74.4% | $7,353-73.0% | $6,342-68.7% |
| Admin fee / account holder | $41 | $12,559-99.7% | $10,802-99.6% | $12,315-99.7% |