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 | $16,026 | $175,257-90.9% | $149,717-89.3% | $139,456-88.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 34.39% | 166.70%-132.3pp | 134.41%-100.0pp | 373.45%-339.1pp |
| Employer contribution / active EE | $1,066 | $5,477-80.5% | $4,820-77.9% | $4,753-77.6% |
| Participant deferral / active EE | $4,567 | $6,521-30.0% | $5,682-19.6% | $6,711-32.0% |
| Admin fee / account holder | $73 | $16,156-99.5% | $13,213-99.4% | $11,407-99.4% |