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 | $10,215 | $99,345-89.7% | $84,753-87.9% | $273,972-96.3% |
| Participation rate | 31.6% | 80.7%-49.1pp | 76.6%-45.0pp | 83.0%-51.4pp |
| Annual return | 12.34% | 22.93%-10.6pp | 22.78%-10.4pp | 41.46%-29.1pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,301 | $4,270-69.5% | $3,712-64.9% | $5,287-75.4% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |