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 | $9,186 | $56,054-83.6% | $171,082-94.6% | $62,881-85.4% |
| Participation rate | 37.5% | 62.9%-25.4pp | 76.7%-39.2pp | 69.3%-31.8pp |
| Annual return | 60.82% | 22.52%+38.3pp | 32.56%+28.3pp | 20.14%+40.7pp |
| Employer contribution / active EE | $499 | $1,731-71.2% | $4,002-87.5% | $2,281-78.1% |
| Participant deferral / active EE | $632 | $3,158-80.0% | $4,797-86.8% | $3,203-80.3% |
| Admin fee / account holder | $176 | $3,647-95.2% | $8,520-97.9% | $4,296-95.9% |