Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $11,295 | $85,002-86.7% | $76,278-85.2% | $145,978-92.3% |
| Participation rate | 66.7% | 82.9%-16.2pp | 79.2%-12.6pp | 80.3%-13.6pp |
| Annual return | 17.53% | 13.11%+4.4pp | 13.77%+3.8pp | 550.52%-533.0pp |
| Employer contribution / active EE | $2,711 | $5,261-48.5% | $4,584-40.9% | $4,662-41.8% |
| Participant deferral / active EE | $1,204 | $6,390-81.2% | $5,478-78.0% | $6,690-82.0% |
| Admin fee / account holder | $187 | $5,760-96.7% | $5,131-96.3% | $13,400-98.6% |