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 | $13,953 | $160,040-91.3% | $147,096-90.5% | $145,877-90.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 198.07% | 98.49%+99.6pp | 419.75%-221.7pp | 551.28%-353.2pp |
| Employer contribution / active EE | $1,028 | $5,289-80.6% | $4,936-79.2% | $4,663-77.9% |
| Participant deferral / active EE | $7,862 | $8,429-6.7% | $8,071-2.6% | $6,691+17.5% |
| Admin fee / account holder | $8 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |