Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $18,493 | $185,856-90.0% | $170,028-89.1% | $139,456-86.7% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 63.20% | 60.52%+2.7pp | 53.39%+9.8pp | 373.45%-310.2pp |
| Employer contribution / active EE | $621 | $7,593-91.8% | $6,788-90.8% | $4,753-86.9% |
| Participant deferral / active EE | $5,995 | $11,623-48.4% | $10,409-42.4% | $6,711-10.7% |
| Admin fee / account holder | $75 | $15,387-99.5% | $12,820-99.4% | $11,407-99.3% |