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.
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 | $18,539 | $131,835-85.9% | $108,582-82.9% | $273,972-93.2% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 17.33% | -91.57%+108.9pp | -51.70%+69.0pp | 41.46%-24.1pp |
| Employer contribution / active EE | $855 | $4,913-82.6% | $3,758-77.2% | $4,869-82.4% |
| Participant deferral / active EE | $2,680 | $5,127-47.7% | $4,311-37.8% | $5,287-49.3% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |