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 | $5,490 | $43,075-87.3% | $74,577-92.6% | $62,881-91.3% |
| Participation rate | 31.0% | 58.1%-27.0pp | 68.1%-37.1pp | 69.3%-38.3pp |
| Annual return | 17.19% | 17.50%-0.3pp | 20.47%-3.3pp | 20.14%-3.0pp |
| Employer contribution / active EE | $472 | $1,498-68.5% | $2,525-81.3% | $2,281-79.3% |
| Participant deferral / active EE | $566 | $2,389-76.3% | $3,458-83.6% | $3,203-82.3% |
| Admin fee / account holder | $200 | $2,840-93.0% | $4,138-95.2% | $4,296-95.3% |