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 | $21,725 | $202,345-89.3% | $172,755-87.4% | $152,885-85.8% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 25.90% | 1029.77%-1003.9pp | 802.94%-777.0pp | 345.39%-319.5pp |
| Employer contribution / active EE | $28 | $5,858-99.5% | $5,144-99.5% | $4,763-99.4% |
| Participant deferral / active EE | $2,494 | $5,948-58.1% | $5,198-52.0% | $5,851-57.4% |
| Admin fee / account holder | $225 | $17,111-98.7% | $13,955-98.4% | $11,598-98.1% |