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 | $17,167 | $175,257-90.2% | $149,717-88.5% | $139,456-87.7% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 31.28% | 166.70%-135.4pp | 134.41%-103.1pp | 373.45%-342.2pp |
| Employer contribution / active EE | $879 | $5,477-84.0% | $4,820-81.8% | $4,753-81.5% |
| Participant deferral / active EE | $2,558 | $6,521-60.8% | $5,682-55.0% | $6,711-61.9% |
| Admin fee / account holder | $52 | $16,156-99.7% | $13,213-99.6% | $11,407-99.5% |