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 | $8,851 | $72,269-87.8% | $101,271-91.3% | $79,852-88.9% |
| Participation rate | 67.1% | 68.5%-1.3pp | 75.8%-8.7pp | 69.6%-2.5pp |
| Annual return | 34.34% | 22.29%+12.0pp | 46.48%-12.1pp | 31.72%+2.6pp |
| Employer contribution / active EE | $436 | $2,692-83.8% | $3,660-88.1% | $2,471-82.4% |
| Participant deferral / active EE | $1,963 | $3,282-40.2% | $4,371-55.1% | $3,740-47.5% |
| Admin fee / account holder | $79 | $4,401-98.2% | $5,948-98.7% | $5,306-98.5% |