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 | $12,870 | $67,602-81.0% | $82,312-84.4% | $70,126-81.6% |
| Participation rate | 30.0% | 72.8%-42.8pp | 76.9%-46.9pp | 69.5%-39.5pp |
| Annual return | 34.33% | 21.57%+12.8pp | 25.88%+8.5pp | 73.15%-38.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,641 | $2,987-11.6% | $3,706-28.7% | $3,332-20.7% |
| Admin fee / account holder | $55 | $4,512-98.8% | $5,608-99.0% | $4,645-98.8% |