Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,082 | $153,769-91.5% | $133,975-90.2% | $273,972-95.2% |
| Participation rate | 40.0% | 88.4%-48.4pp | 87.1%-47.1pp | 83.0%-43.0pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.29%-29.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,068 | $6,029-82.3% | $5,211-79.5% | $4,869-78.1% |
| Participant deferral / active EE | $4,231 | $6,958-39.2% | $6,282-32.6% | $5,287-20.0% |
| Admin fee / account holder | $44 | $11,765-99.6% | $9,324-99.5% | $10,133-99.6% |