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 | $20,455 | $199,109-89.7% | $173,730-88.2% | $154,746-86.8% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 24.45% | 20.02%+4.4pp | 19.96%+4.5pp | 172.34%-147.9pp |
| Employer contribution / active EE | $1,687 | $5,311-68.2% | $4,577-63.1% | $4,379-61.5% |
| Participant deferral / active EE | $2,109 | $7,113-70.3% | $6,326-66.7% | $6,730-68.7% |
| Admin fee / account holder | $34 | $20,916-99.8% | $17,523-99.8% | $14,365-99.8% |