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.
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 | $7,082 | $45,050-84.3% | $63,018-88.8% | $70,126-89.9% |
| Participation rate | 45.7% | 69.5%-23.8pp | 74.8%-29.1pp | 69.5%-23.8pp |
| Annual return | 23.48% | 18.76%+4.7pp | 87.62%-64.1pp | 73.15%-49.7pp |
| Employer contribution / active EE | $288 | $2,052-85.9% | $2,761-89.6% | $2,343-87.7% |
| Participant deferral / active EE | $980 | $2,466-60.3% | $3,330-70.6% | $3,332-70.6% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |