Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,616 | $59,804-88.9% | $81,982-91.9% | $79,856-91.7% |
| Participation rate | 29.6% | 61.6%-32.0pp | 69.3%-39.6pp | 69.6%-40.0pp |
| Annual return | 35.03% | 17.56%+17.5pp | 41.31%-6.3pp | 31.71%+3.3pp |
| Employer contribution / active EE | $243 | $1,713-85.8% | $2,498-90.3% | $2,471-90.2% |
| Participant deferral / active EE | $1,256 | $2,695-53.4% | $3,722-66.3% | $3,741-66.4% |
| Admin fee / account holder | $94 | $4,288-97.8% | $5,665-98.3% | $5,306-98.2% |