Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $3,941 | $81,262-95.1% | $155,602-97.5% | $80,911-95.1% |
| Participation rate | 35.5% | 66.2%-30.8pp | 78.2%-42.7pp | 67.6%-32.2pp |
| Annual return | 16.05% | 33.34%-17.3pp | 64.81%-48.8pp | 35.63%-19.6pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $942 | $3,451-72.7% | $5,629-83.3% | $4,297-78.1% |
| Admin fee / account holder | $11 | $7,992-99.9% | $15,923-99.9% | $6,935-99.8% |