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.
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 | $2,766 | $75,541-96.3% | $152,093-98.2% | $82,637-96.7% |
| Participation rate | 68.6% | 66.5%+2.0pp | 77.8%-9.2pp | 68.1%+0.5pp |
| Annual return | 18.08% | 32.56%-14.5pp | 66.36%-48.3pp | 53.51%-35.4pp |
| Employer contribution / active EE | $408 | $2,622-84.4% | $4,175-90.2% | $2,552-84.0% |
| Participant deferral / active EE | $512 | $3,206-84.0% | $5,451-90.6% | $4,126-87.6% |
| Admin fee / account holder | $224 | $6,405-96.5% | $14,497-98.5% | $7,339-97.0% |