Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,875 | $125,184-92.1% | $105,607-90.6% | $145,884-93.2% |
| Participation rate | 52.6% | 77.6%-25.0pp | 75.3%-22.6pp | 80.3%-27.7pp |
| Annual return | 11.02% | 225.00%-214.0pp | 116.11%-105.1pp | 551.85%-540.8pp |
| Employer contribution / active EE | $359 | $3,720-90.4% | $3,167-88.7% | $4,662-92.3% |
| Participant deferral / active EE | $1,726 | $5,714-69.8% | $5,011-65.6% | $6,690-74.2% |
| Admin fee / account holder | $9 | $17,133-99.9% | $10,958-99.9% | $13,392-99.9% |