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 | $15,536 | $53,774-71.1% | $134,162-88.4% | $79,856-80.5% |
| Participation rate | 40.7% | 58.8%-18.0pp | 72.2%-31.4pp | 69.6%-28.9pp |
| Annual return | 12.76% | 19.01%-6.3pp | 36.35%-23.6pp | 31.71%-19.0pp |
| Employer contribution / active EE | $472 | $1,322-64.3% | $3,705-87.3% | $2,471-80.9% |
| Participant deferral / active EE | $638 | $2,420-73.7% | $3,500-81.8% | $3,741-83.0% |
| Admin fee / account holder | $237 | $3,985-94.1% | $6,685-96.5% | $5,306-95.5% |