Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $17,471 | $117,895-85.2% | $102,460-82.9% | $145,897-88.0% |
| Participation rate | 53.8% | 78.6%-24.8pp | 76.5%-22.7pp | 80.3%-26.5pp |
| Annual return | 12.86% | 31.92%-19.1pp | 29.47%-16.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,487 | $3,619-58.9% | $3,025-50.8% | $4,663-68.1% |
| Participant deferral / active EE | $1,714 | $5,736-70.1% | $5,056-66.1% | $6,689-74.4% |
| Admin fee / account holder | $60 | $13,353-99.6% | $9,460-99.4% | $13,390-99.6% |