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 | $6,083 | $61,660-90.1% | $80,022-92.4% | $64,173-90.5% |
| Participation rate | 61.2% | 71.7%-10.5pp | 75.8%-14.6pp | 69.6%-8.3pp |
| Annual return | -6.62% | -0.33%-6.3pp | 11.22%-17.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,075 | $2,968-63.8% | $3,686-70.8% | $3,470-69.0% |
| Admin fee / account holder | $86 | $5,417-98.4% | $6,521-98.7% | $4,887-98.2% |