Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,740 | $75,962-95.1% | $154,108-97.6% | $64,173-94.2% |
| Participation rate | 45.9% | 70.4%-24.5pp | 83.0%-37.1pp | 69.6%-23.6pp |
| Annual return | 8.05% | 30.32%-22.3pp | 735.21%-727.2pp | 7.63%+0.4pp |
| Employer contribution / active EE | $146 | $3,350-95.6% | $5,298-97.2% | $2,381-93.9% |
| Participant deferral / active EE | $1,143 | $3,175-64.0% | $5,081-77.5% | $3,470-67.1% |
| Admin fee / account holder | $36 | $5,589-99.3% | $13,411-99.7% | $4,887-99.3% |