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.
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 | $2,091 | $39,132-94.7% | $57,196-96.3% | $62,881-96.7% |
| Participation rate | 31.1% | 70.5%-39.4pp | 75.3%-44.2pp | 69.3%-38.2pp |
| Annual return | 2.71% | 9.24%-6.5pp | 14.59%-11.9pp | 20.14%-17.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $323 | $2,374-86.4% | $3,096-89.6% | $3,203-89.9% |
| Admin fee / account holder | $83 | $2,594-96.8% | $3,141-97.3% | $4,296-98.1% |