Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,136 | $39,028-97.1% | $80,741-98.6% | $85,847-98.7% |
| Participation rate | 54.7% | 41.6%+13.2pp | 54.2%+0.6pp | 69.3%-14.6pp |
| Annual return | 20.31% | 26.31%-6.0pp | 87.30%-67.0pp | 318.61%-298.3pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $407 | $1,326-69.3% | $2,145-81.0% | $3,952-89.7% |
| Admin fee / account holder | $27 | $2,429-98.9% | $3,380-99.2% | $6,261-99.6% |