Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,962 | $97,648-85.7% | $121,663-88.5% | $87,485-84.0% |
| Participation rate | 42.9% | 70.5%-27.6pp | 74.5%-31.6pp | 68.9%-26.1pp |
| Annual return | 20.15% | 18.03%+2.1pp | 147.54%-127.4pp | 26.06%-5.9pp |
| Employer contribution / active EE | $814 | $2,300-64.6% | $3,020-73.1% | $2,596-68.7% |
| Participant deferral / active EE | $1,353 | $3,923-65.5% | $4,887-72.3% | $4,274-68.4% |
| Admin fee / account holder | $111 | $11,100-99.0% | $14,289-99.2% | $7,775-98.6% |