Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,712 | $209,422-89.2% | $178,503-87.3% | $158,982-85.7% |
| Participation rate | 45.5% | 86.4%-40.9pp | 81.9%-36.5pp | 82.0%-36.5pp |
| Annual return | 12.94% | 188.81%-175.9pp | 151.12%-138.2pp | 302.99%-290.1pp |
| Employer contribution / active EE | $566 | $5,707-90.1% | $5,011-88.7% | $4,763-88.1% |
| Participant deferral / active EE | $2,819 | $5,955-52.7% | $5,202-45.8% | $5,983-52.9% |
| Admin fee / account holder | $236 | $17,079-98.6% | $13,987-98.3% | $11,252-97.9% |