Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,884 | $111,785-91.2% | $93,669-89.4% | $145,877-93.2% |
| Participation rate | 22.2% | 74.2%-52.0pp | 68.7%-46.5pp | 80.3%-58.1pp |
| Annual return | 34.12% | 203.79%-169.7pp | 133.59%-99.5pp | 551.28%-517.2pp |
| Employer contribution / active EE | $640 | $3,096-79.3% | $2,424-73.6% | $4,663-86.3% |
| Participant deferral / active EE | $862 | $4,919-82.5% | $4,416-80.5% | $6,691-87.1% |
| Admin fee / account holder | $51 | $10,256-99.5% | $8,291-99.4% | $13,402-99.6% |