Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,690 | $181,896-85.9% | $156,551-83.6% | $273,972-90.6% |
| Participation rate | 16.7% | 88.4%-71.7pp | 84.0%-67.3pp | 83.0%-66.3pp |
| Annual return | 4.51% | 30.74%-26.2pp | 32.23%-27.7pp | 41.46%-36.9pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $660 | $5,550-88.1% | $4,871-86.5% | $5,287-87.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |