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.
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 | $18,202 | $127,387-85.7% | $115,038-84.2% | $125,389-85.5% |
| Participation rate | 28.6% | 84.2%-55.6pp | 81.4%-52.8pp | 83.2%-54.6pp |
| Annual return | 0.29% | 31.28%-31.0pp | 26.14%-25.9pp | 282.24%-282.0pp |
| Employer contribution / active EE | $439 | $5,166-91.5% | $4,608-90.5% | $4,866-91.0% |
| Participant deferral / active EE | $2,145 | $6,423-66.6% | $6,026-64.4% | $5,352-59.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |