Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,374 | $70,430-82.4% | $96,572-87.2% | $85,851-85.6% |
| Participation rate | 56.0% | 61.8%-5.8pp | 69.8%-13.8pp | 69.3%-13.3pp |
| Annual return | 15.41% | 18.58%-3.2pp | 37.79%-22.4pp | 318.63%-303.2pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,097 | $2,894+7.0% | $3,850-19.6% | $3,952-21.6% |
| Admin fee / account holder | $0 | $4,996-100.0% | $6,183-100.0% | $6,261-100.0% |