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 | $23,965 | $78,428-69.4% | $95,960-75.0% | $79,852-70.0% |
| Participation rate | 23.6% | 73.5%-49.9pp | 77.1%-53.5pp | 69.6%-46.0pp |
| Annual return | 19.73% | 19.37%+0.4pp | 91.63%-71.9pp | 31.72%-12.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $372 | $3,440-89.2% | $4,167-91.1% | $3,740-90.1% |
| Admin fee / account holder | $45 | $5,622-99.2% | $6,797-99.3% | $5,306-99.1% |