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 | $7,047 | $71,873-90.2% | $86,698-91.9% | $68,490-89.7% |
| Participation rate | 43.3% | 72.2%-28.9pp | 76.6%-33.3pp | 67.9%-24.6pp |
| Annual return | 112.64% | 3.54%+109.1pp | 35.96%+76.7pp | -7.85%+120.5pp |
| Employer contribution / active EE | $626 | $2,173-71.2% | $2,837-77.9% | $2,597-75.9% |
| Participant deferral / active EE | $1,127 | $3,779-70.2% | $4,656-75.8% | $4,028-72.0% |
| Admin fee / account holder | $120 | $6,110-98.0% | $7,492-98.4% | $5,403-97.8% |