Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $10,423 | $211,288-95.1% | $178,540-94.2% | $145,884-92.9% |
| Participation rate | 28.6% | 80.8%-52.2pp | 77.1%-48.5pp | 80.3%-51.7pp |
| Annual return | 21.27% | 30.27%-9.0pp | 27.15%-5.9pp | 551.85%-530.6pp |
| Employer contribution / active EE | $183 | $4,574-96.0% | $3,953-95.4% | $4,662-96.1% |
| Participant deferral / active EE | $4,476 | $6,967-35.8% | $6,281-28.7% | $6,690-33.1% |
| Admin fee / account holder | $77 | $12,105-99.4% | $10,424-99.3% | $13,392-99.4% |