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 | $16,454 | $76,551-78.5% | $123,894-86.7% | $62,881-73.8% |
| Participation rate | 47.4% | 73.0%-25.6pp | 81.4%-34.0pp | 69.3%-21.9pp |
| Annual return | 7.89% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,385 | $2,882-51.9% | $4,617-70.0% | $2,281-39.3% |
| Participant deferral / active EE | $1,462 | $4,840-69.8% | $5,984-75.6% | $3,203-54.4% |
| Admin fee / account holder | $295 | $4,826-93.9% | $8,357-96.5% | $4,296-93.1% |