Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $4,132 | $56,544-92.7% | $75,501-94.5% | $70,126-94.1% |
| Participation rate | 43.2% | 68.1%-24.9pp | 72.4%-29.1pp | 69.5%-26.3pp |
| Annual return | 38.69% | 23.59%+15.1pp | 27.35%+11.3pp | 73.15%-34.5pp |
| Employer contribution / active EE | $644 | $1,817-64.5% | $2,352-72.6% | $2,343-72.5% |
| Participant deferral / active EE | $649 | $2,580-74.8% | $3,142-79.3% | $3,332-80.5% |
| Admin fee / account holder | $202 | $3,827-94.7% | $5,801-96.5% | $4,645-95.7% |