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.
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 | $1,739 | $77,574-97.8% | $108,753-98.4% | $86,983-98.0% |
| Participation rate | 65.2% | 62.3%+2.9pp | 71.1%-5.9pp | 69.5%-4.4pp |
| Annual return | 21.05% | 18.42%+2.6pp | 37.47%-16.4pp | 25.83%-4.8pp |
| Employer contribution / active EE | $305 | $1,611-81.1% | $2,427-87.4% | $2,584-88.2% |
| Participant deferral / active EE | $331 | $3,128-89.4% | $4,115-92.0% | $4,194-92.1% |
| Admin fee / account holder | $85 | $6,529-98.7% | $10,320-99.2% | $7,856-98.9% |