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 | $6,518 | $52,580-87.6% | $71,671-90.9% | $70,126-90.7% |
| Participation rate | 36.7% | 60.9%-24.2pp | 68.7%-32.1pp | 69.5%-32.9pp |
| Annual return | 15.77% | 20.25%-4.5pp | 20.65%-4.9pp | 73.15%-57.4pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $921 | $2,386-61.4% | $3,438-73.2% | $3,332-72.4% |
| Admin fee / account holder | $291 | $3,653-92.0% | $5,558-94.8% | $4,645-93.7% |