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 | $9,519 | $64,359-85.2% | $90,161-89.4% | $70,124-86.4% |
| Participation rate | 57.7% | 70.4%-12.7pp | 76.9%-19.2pp | 69.5%-11.8pp |
| Annual return | 25.03% | 28.13%-3.1pp | 34.89%-9.9pp | 73.14%-48.1pp |
| Employer contribution / active EE | $512 | $2,046-75.0% | $3,318-84.6% | $2,342-78.2% |
| Participant deferral / active EE | $1,088 | $4,389-75.2% | $5,287-79.4% | $3,332-67.3% |
| Admin fee / account holder | $0 | $3,945-100.0% | $5,943-100.0% | $4,645-100.0% |