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 | $2,588 | $69,518-96.3% | $59,883-95.7% | $135,382-98.1% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.7%-11.1pp | 82.6%-19.0pp |
| Annual return | -7.93% | 7.95%-15.9pp | 3.46%-11.4pp | 519.77%-527.7pp |
| Employer contribution / active EE | $340 | $3,235-89.5% | $2,722-87.5% | $4,779-92.9% |
| Participant deferral / active EE | $491 | $4,204-88.3% | $3,402-85.6% | $5,609-91.2% |
| Admin fee / account holder | $78 | $5,734-98.6% | $3,591-97.8% | $10,829-99.3% |