Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,389 | $81,331-97.1% | $155,534-98.5% | $80,935-97.0% |
| Participation rate | 69.7% | 66.3%+3.4pp | 78.2%-8.5pp | 67.7%+2.0pp |
| Annual return | 17.61% | 33.37%-15.8pp | 64.92%-47.3pp | 35.66%-18.1pp |
| Employer contribution / active EE | $88 | $3,105-97.2% | $4,675-98.1% | $2,757-96.8% |
| Participant deferral / active EE | $1,221 | $3,454-64.6% | $5,630-78.3% | $4,299-71.6% |
| Admin fee / account holder | $221 | $7,999-97.2% | $15,900-98.6% | $6,924-96.8% |