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 | $18,522 | $135,956-86.4% | $123,894-85.1% | $273,972-93.2% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 5.03% | 56.63%-51.6pp | 47.52%-42.5pp | 41.46%-36.4pp |
| Employer contribution / active EE | $2,041 | $5,170-60.5% | $4,617-55.8% | $4,869-58.1% |
| Participant deferral / active EE | $1,145 | $6,343-81.9% | $5,984-80.9% | $5,287-78.3% |
| Admin fee / account holder | $102 | $9,817-99.0% | $8,357-98.8% | $10,133-99.0% |