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 | $23,414 | $223,823-89.5% | $211,142-88.9% | $154,746-84.9% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 17.62% | 50.39%-32.8pp | 46.84%-29.2pp | 172.34%-154.7pp |
| Employer contribution / active EE | $2,155 | $6,787-68.2% | $6,442-66.5% | $4,379-50.8% |
| Participant deferral / active EE | $2,155 | $9,750-77.9% | $9,284-76.8% | $6,730-68.0% |
| Admin fee / account holder | $65 | $19,707-99.7% | $19,076-99.7% | $14,365-99.5% |