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 | $1,365 | $103,949-98.7% | $69,182-98.0% | $273,972-99.5% |
| Participation rate | 64.7% | 67.4%-2.7pp | 55.1%+9.6pp | 83.0%-18.3pp |
| Annual return | 45.81% | 35.28%+10.5pp | -21.93%+67.7pp | 41.46%+4.4pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $855 | $2,716-68.5% | $1,897-54.9% | $5,287-83.8% |
| Admin fee / account holder | $30 | $3,671-99.2% | $2,697-98.9% | $10,133-99.7% |