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 | $4,036 | $148,623-97.3% | $135,974-97.0% | $139,466-97.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 28.83% | 79.30%-50.5pp | 68.30%-39.5pp | 373.66%-344.8pp |
| Employer contribution / active EE | $1,188 | $5,246-77.4% | $4,859-75.6% | $4,754-75.0% |
| Participant deferral / active EE | $1,453 | $8,103-82.1% | $7,760-81.3% | $6,712-78.4% |
| Admin fee / account holder | $29 | $12,406-99.8% | $10,767-99.7% | $11,409-99.8% |