Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,521 | $83,485-74.2% | $125,192-82.8% | $72,975-70.5% |
| Participation rate | 42.5% | 73.3%-30.8pp | 79.8%-37.3pp | 69.5%-27.0pp |
| Annual return | 25.36% | 25.77%-0.4pp | 43.79%-18.4pp | 81.01%-55.6pp |
| Employer contribution / active EE | $610 | $2,346-74.0% | $3,866-84.2% | $2,440-75.0% |
| Participant deferral / active EE | $1,023 | $3,586-71.5% | $4,937-79.3% | $3,608-71.6% |
| Admin fee / account holder | $228 | $5,518-95.9% | $9,704-97.6% | $5,124-95.5% |