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.
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 | $19,147 | $226,090-91.5% | $182,531-89.5% | $152,885-87.5% |
| Participation rate | 20.0% | 82.5%-62.5pp | 78.0%-58.0pp | 82.5%-62.5pp |
| Annual return | 18.69% | 192.57%-173.9pp | 148.57%-129.9pp | 345.39%-326.7pp |
| Employer contribution / active EE | $501 | $4,978-89.9% | $4,075-87.7% | $4,763-89.5% |
| Participant deferral / active EE | $4,148 | $6,369-34.9% | $5,525-24.9% | $5,851-29.1% |
| Admin fee / account holder | $102 | $10,705-99.1% | $8,593-98.8% | $11,598-99.1% |