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 | $9,716 | $159,934-93.9% | $147,005-93.4% | $145,959-93.3% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 15.35% | 98.24%-82.9pp | 418.76%-403.4pp | 561.95%-546.6pp |
| Employer contribution / active EE | $1,478 | $5,287-72.1% | $4,934-70.1% | $4,661-68.3% |
| Participant deferral / active EE | $1,955 | $8,427-76.8% | $8,070-75.8% | $6,689-70.8% |
| Admin fee / account holder | $59 | $15,053-99.6% | $13,006-99.5% | $13,398-99.6% |