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 | $7,745 | $132,099-94.1% | $115,599-93.3% | $138,895-94.4% |
| Participation rate | 63.6% | 77.9%-14.2pp | 74.3%-10.6pp | 79.9%-16.3pp |
| Annual return | 22.63% | 176.76%-154.1pp | 111.10%-88.5pp | 145.39%-122.8pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,473 | $5,617-56.0% | $4,889-49.4% | $6,396-61.3% |
| Admin fee / account holder | $134 | $15,650-99.1% | $12,841-99.0% | $12,562-98.9% |