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 | $10,355 | $96,562-89.3% | $80,976-87.2% | $273,968-96.2% |
| Participation rate | 50.0% | 79.1%-29.1pp | 75.8%-25.8pp | 83.0%-33.0pp |
| Annual return | 6.24% | 15.14%-8.9pp | 17.10%-10.9pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,021 | $4,868-79.0% | $3,714-72.5% | $4,869-79.0% |
| Participant deferral / active EE | $1,159 | $6,597-82.4% | $5,696-79.7% | $5,287-78.1% |
| Admin fee / account holder | $103 | $7,493-98.6% | $5,516-98.1% | $10,132-99.0% |