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.
Employer 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 | $15,729 | $129,737-87.9% | $119,126-86.8% | $154,746-89.8% |
| Participation rate | 57.1% | 78.9%-21.7pp | 75.8%-18.6pp | 80.7%-23.6pp |
| Annual return | 19.78% | 379.08%-359.3pp | 282.11%-262.3pp | 172.34%-152.6pp |
| Employer contribution / active EE | $829 | $4,375-81.0% | $4,034-79.4% | $4,379-81.1% |
| Participant deferral / active EE | $2,377 | $5,842-59.3% | $5,318-55.3% | $6,730-64.7% |
| Admin fee / account holder | $51 | $11,961-99.6% | $10,693-99.5% | $14,365-99.6% |