Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $2,549 | $62,672-95.9% | $185,117-98.6% | $70,126-96.4% |
| Participation rate | 54.5% | 63.8%-9.2pp | 77.3%-22.7pp | 69.5%-15.0pp |
| Annual return | 112.54% | 40.79%+71.7pp | 40.50%+72.0pp | 73.15%+39.4pp |
| Employer contribution / active EE | $567 | $1,753-67.7% | $4,182-86.4% | $2,343-75.8% |
| Participant deferral / active EE | $690 | $3,272-78.9% | $5,045-86.3% | $3,332-79.3% |
| Admin fee / account holder | $52 | $3,932-98.7% | $8,159-99.4% | $4,645-98.9% |