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 | $10,099 | $61,660-83.6% | $80,022-87.4% | $64,181-84.3% |
| Participation rate | 22.9% | 71.7%-48.8pp | 75.8%-52.9pp | 69.6%-46.7pp |
| Annual return | -4.27% | -0.33%-3.9pp | 11.22%-15.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $632 | $2,968-78.7% | $3,686-82.8% | $3,470-81.8% |
| Admin fee / account holder | $153 | $5,417-97.2% | $6,521-97.7% | $4,887-96.9% |