Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,017 | $78,425-89.8% | $95,956-91.6% | $79,858-90.0% |
| Participation rate | 56.0% | 73.5%-17.5pp | 77.1%-21.1pp | 69.6%-13.6pp |
| Annual return | 21.72% | 19.37%+2.3pp | 91.63%-69.9pp | 31.72%-10.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,287 | $3,440-33.5% | $4,167-45.1% | $3,740-38.9% |
| Admin fee / account holder | $43 | $5,622-99.2% | $6,797-99.4% | $5,306-99.2% |