Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,779 | $110,240-87.5% | $96,544-85.7% | $139,487-90.1% |
| Participation rate | 54.5% | 78.1%-23.6pp | 76.0%-21.4pp | 80.3%-25.8pp |
| Annual return | 16.58% | 26.41%-9.8pp | 25.88%-9.3pp | 373.84%-357.3pp |
| Employer contribution / active EE | $995 | $3,622-72.5% | $2,966-66.5% | $4,755-79.1% |
| Participant deferral / active EE | $1,303 | $5,549-76.5% | $4,851-73.1% | $6,713-80.6% |
| Admin fee / account holder | $177 | $11,602-98.5% | $8,254-97.9% | $11,407-98.4% |