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 | $15,255 | $123,793-87.7% | $177,840-91.4% | $79,852-80.9% |
| Participation rate | 61.1% | 84.7%-23.5pp | 87.7%-26.6pp | 69.6%-8.5pp |
| Annual return | 14.85% | 22.82%-8.0pp | 48.32%-33.5pp | 31.72%-16.9pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,957 | $5,956-67.1% | $7,714-74.6% | $3,740-47.7% |
| Admin fee / account holder | $94 | $7,243-98.7% | $12,431-99.2% | $5,306-98.2% |