Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,137 | $77,574-97.2% | $108,753-98.0% | $86,983-97.5% |
| Participation rate | 67.5% | 62.3%+5.2pp | 71.1%-3.6pp | 69.5%-2.0pp |
| Annual return | 23.97% | 18.42%+5.6pp | 37.47%-13.5pp | 25.83%-1.9pp |
| Employer contribution / active EE | $1 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,272 | $3,128-59.4% | $4,115-69.1% | $4,194-69.7% |
| Admin fee / account holder | $219 | $6,529-96.6% | $10,320-97.9% | $7,856-97.2% |