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 | $11,530 | $148,623-92.2% | $135,974-91.5% | $139,466-91.7% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 24.05% | 79.30%-55.2pp | 68.30%-44.3pp | 373.66%-349.6pp |
| Employer contribution / active EE | $1,448 | $5,246-72.4% | $4,859-70.2% | $4,754-69.5% |
| Participant deferral / active EE | $1,843 | $8,103-77.3% | $7,760-76.3% | $6,712-72.5% |
| Admin fee / account holder | $212 | $12,406-98.3% | $10,767-98.0% | $11,409-98.1% |