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.
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 | $17,713 | $165,381-89.3% | $149,730-88.2% | $158,966-88.9% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 37.76% | 348.29%-310.5pp | 276.70%-238.9pp | 302.95%-265.2pp |
| Employer contribution / active EE | $1,111 | $5,104-78.2% | $4,645-76.1% | $4,762-76.7% |
| Participant deferral / active EE | $1,389 | $7,182-80.7% | $6,843-79.7% | $5,983-76.8% |
| Admin fee / account holder | $90 | $10,809-99.2% | $9,310-99.0% | $11,250-99.2% |