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.
Participant 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 | $6,375 | $65,703-90.3% | $94,228-93.2% | $59,633-89.3% |
| Participation rate | 28.9% | 72.1%-43.2pp | 78.8%-49.9pp | 68.7%-39.8pp |
| Annual return | -1.47% | 5.22%-6.7pp | 10.68%-12.2pp | 2041.40%-2042.9pp |
| Employer contribution / active EE | $544 | $2,021-73.1% | $3,587-84.8% | $2,203-75.3% |
| Participant deferral / active EE | $1,039 | $3,143-66.9% | $4,320-76.0% | $3,192-67.5% |
| Admin fee / account holder | $46 | $4,264-98.9% | $6,269-99.3% | $4,297-98.9% |