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 | $10,338 | $63,346-83.7% | $92,239-88.8% | $70,124-85.3% |
| Participation rate | 48.3% | 68.7%-20.4pp | 76.5%-28.2pp | 69.5%-21.3pp |
| Annual return | 20.09% | 530.19%-510.1pp | 176.29%-156.2pp | 73.14%-53.1pp |
| Employer contribution / active EE | $776 | $2,471-68.6% | $3,680-78.9% | $2,342-66.9% |
| Participant deferral / active EE | $998 | $2,854-65.0% | $3,897-74.4% | $3,332-70.1% |
| Admin fee / account holder | $28 | $3,841-99.3% | $5,194-99.5% | $4,645-99.4% |