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 | $10,901 | $93,598-88.4% | $135,974-92.0% | $75,173-85.5% |
| Participation rate | 33.3% | 75.2%-41.9pp | 81.9%-48.6pp | 67.2%-33.9pp |
| Annual return | 71.37% | 30.89%+40.5pp | 68.30%+3.1pp | 160.72%-89.3pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,886 | $6,405-54.9% | $7,760-62.8% | $4,126-30.0% |
| Admin fee / account holder | $252 | $6,978-96.4% | $10,767-97.7% | $5,651-95.5% |