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 | $23,728 | $199,109-88.1% | $173,730-86.3% | $154,746-84.7% |
| Participation rate | 40.0% | 82.8%-42.8pp | 79.6%-39.6pp | 80.7%-40.7pp |
| Annual return | 26.58% | 20.02%+6.6pp | 19.96%+6.6pp | 172.34%-145.8pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,718 | $7,113-33.7% | $6,326-25.4% | $6,730-29.9% |
| Admin fee / account holder | $59 | $20,916-99.7% | $17,523-99.7% | $14,365-99.6% |