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 | $16,929 | $155,840-89.1% | $124,694-86.4% | $167,553-89.9% |
| Participation rate | 66.7% | 81.1%-14.4pp | 74.6%-8.0pp | 82.1%-15.4pp |
| Annual return | 15.64% | 17.98%-2.3pp | 5144.82%-5129.2pp | 478.89%-463.3pp |
| Employer contribution / active EE | $228 | $4,165-94.5% | $3,325-93.1% | $4,840-95.3% |
| Participant deferral / active EE | $2,483 | $5,675-56.2% | $4,615-46.2% | $6,343-60.8% |
| Admin fee / account holder | $135 | $9,536-98.6% | $7,495-98.2% | $12,316-98.9% |