Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,004 | $86,919-83.9% | $102,457-86.3% | $80,911-82.7% |
| Participation rate | 59.4% | 72.4%-13.0pp | 76.5%-17.1pp | 67.6%-8.3pp |
| Annual return | 14.27% | 18.90%-4.6pp | 29.41%-15.1pp | 35.63%-21.4pp |
| Employer contribution / active EE | $960 | $2,368-59.5% | $3,022-68.2% | $2,756-65.2% |
| Participant deferral / active EE | $1,302 | $4,119-68.4% | $5,054-74.2% | $4,297-69.7% |
| Admin fee / account holder | $0 | $8,049-100.0% | $9,451-100.0% | $6,935-100.0% |