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 | $8,726 | $45,082-80.6% | $69,464-87.4% | $72,975-88.0% |
| Participation rate | 33.9% | 68.5%-34.6pp | 74.6%-40.7pp | 69.5%-35.6pp |
| Annual return | 18.20% | 22.66%-4.5pp | 28.98%-10.8pp | 81.01%-62.8pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $596 | $2,604-77.1% | $3,536-83.1% | $3,608-83.5% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,840-100.0% | $5,124-100.0% |