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 | $18,848 | $76,551-75.4% | $123,894-84.8% | $62,881-70.0% |
| Participation rate | 11.1% | 73.0%-61.9pp | 81.4%-70.3pp | 69.3%-58.2pp |
| Annual return | 9.34% | 18.68%-9.3pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $457 | $2,882-84.2% | $4,617-90.1% | $2,281-80.0% |
| Participant deferral / active EE | $541 | $4,840-88.8% | $5,984-91.0% | $3,203-83.1% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |