Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $9,300 | $109,372-91.5% | $89,414-89.6% | $158,966-94.1% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 14.57% | 345.55%-331.0pp | 245.50%-230.9pp | 302.95%-288.4pp |
| Employer contribution / active EE | $4,473 | $3,171+41.0% | $2,586+72.9% | $4,762-6.1% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $100 | $6,156-98.4% | $4,883-97.9% | $11,250-99.1% |