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 | $11,182 | $90,486-87.6% | $78,676-85.8% | $273,972-95.9% |
| Participation rate | 15.4% | 76.5%-61.1pp | 73.6%-58.2pp | 83.0%-67.6pp |
| Annual return | 8.71% | 75.62%-66.9pp | 62.19%-53.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $748 | $3,901-80.8% | $3,517-78.7% | $5,287-85.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |