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 | $11,752 | $78,694-85.1% | $67,652-82.6% | $125,389-90.6% |
| Participation rate | 60.0% | 78.8%-18.8pp | 75.7%-15.7pp | 83.2%-23.2pp |
| Annual return | 0.58% | 9.46%-8.9pp | 6625.40%-6624.8pp | 282.24%-281.7pp |
| Employer contribution / active EE | $1,183 | $3,044-61.1% | $2,266-47.8% | $4,866-75.7% |
| Participant deferral / active EE | $1,248 | $4,292-70.9% | $3,560-64.9% | $5,352-76.7% |
| Admin fee / account holder | $67 | $7,403-99.1% | $4,821-98.6% | $9,541-99.3% |