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 | $6,606 | $112,729-94.1% | $98,716-93.3% | $137,256-95.2% |
| Participation rate | 65.2% | 74.2%-9.0pp | 69.3%-4.1pp | 80.0%-14.7pp |
| Annual return | 24.38% | 38.48%-14.1pp | 31.81%-7.4pp | 220.34%-196.0pp |
| Employer contribution / active EE | $650 | $2,725-76.2% | $2,279-71.5% | $4,156-84.4% |
| Participant deferral / active EE | $1,100 | $4,640-76.3% | $4,048-72.8% | $6,407-82.8% |
| Admin fee / account holder | $5 | $10,129-100.0% | $8,703-99.9% | $12,270-100.0% |