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.
Employer 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 | $12,361 | $181,896-93.2% | $156,551-92.1% | $273,972-95.5% |
| Participation rate | 42.9% | 88.4%-45.5pp | 84.0%-41.2pp | 83.0%-40.2pp |
| Annual return | 13.00% | 30.74%-17.7pp | 32.23%-19.2pp | 41.46%-28.5pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,961 | $5,550-64.7% | $4,871-59.7% | $5,287-62.9% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |