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.
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 | $20,876 | $223,823-90.7% | $211,142-90.1% | $154,746-86.5% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 21.57% | 50.39%-28.8pp | 46.84%-25.3pp | 172.34%-150.8pp |
| Employer contribution / active EE | $1,740 | $6,787-74.4% | $6,442-73.0% | $4,379-60.3% |
| Participant deferral / active EE | $2,175 | $9,750-77.7% | $9,284-76.6% | $6,730-67.7% |
| Admin fee / account holder | $32 | $19,707-99.8% | $19,076-99.8% | $14,365-99.8% |