Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $14,987 | $157,829-90.5% | $136,867-89.1% | $198,609-92.5% |
| Participation rate | 42.9% | 77.2%-34.3pp | 74.5%-31.7pp | 82.4%-39.5pp |
| Annual return | 16.29% | 51.25%-35.0pp | 42.97%-26.7pp | 202.70%-186.4pp |
| Employer contribution / active EE | $398 | $3,923-89.9% | $3,547-88.8% | $5,055-92.1% |
| Participant deferral / active EE | $1,975 | $5,463-63.8% | $4,924-59.9% | $6,977-71.7% |
| Admin fee / account holder | $15 | $11,107-99.9% | $10,340-99.9% | $19,030-99.9% |