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.
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 | $13,762 | $162,136-91.5% | $152,301-91.0% | $154,746-91.1% |
| Participation rate | 68.4% | 84.1%-15.7pp | 82.4%-14.0pp | 80.7%-12.3pp |
| Annual return | 34.12% | 91.02%-56.9pp | 80.50%-46.4pp | 172.34%-138.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,743 | $8,341-31.1% | $8,004-28.2% | $6,730-14.7% |
| Admin fee / account holder | $91 | $15,759-99.4% | $14,398-99.4% | $14,365-99.4% |