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 | $21,859 | $181,896-88.0% | $156,551-86.0% | $273,972-92.0% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 6.05% | 30.74%-24.7pp | 32.23%-26.2pp | 41.46%-35.4pp |
| Employer contribution / active EE | $1,648 | $6,248-73.6% | $5,501-70.0% | $4,869-66.2% |
| Participant deferral / active EE | $1,239 | $5,550-77.7% | $4,871-74.6% | $5,287-76.6% |
| Admin fee / account holder | $21 | $15,560-99.9% | $13,028-99.8% | $10,133-99.8% |