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 | $15,882 | $60,795-73.9% | $69,461-77.1% | $65,185-75.6% |
| Participation rate | 8.7% | 74.9%-66.1pp | 74.6%-65.9pp | 70.2%-61.5pp |
| Annual return | 29.95% | 17.46%+12.5pp | 28.97%+1.0pp | 29.38%+0.6pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $357 | $3,162-88.7% | $3,536-89.9% | $3,514-89.8% |
| Admin fee / account holder | $8 | $314-97.6% | $3,840-99.8% | $847-99.1% |