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.
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 | $3,293 | $77,901-95.8% | $149,717-97.8% | $75,181-95.6% |
| Participation rate | 53.6% | 65.6%-12.0pp | 78.8%-25.2pp | 67.2%-13.6pp |
| Annual return | 30.93% | 31.73%-0.8pp | 134.41%-103.5pp | 160.69%-129.8pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,787 | $3,411-47.6% | $5,682-68.6% | $4,126-56.7% |
| Admin fee / account holder | $118 | $5,949-98.0% | $13,213-99.1% | $5,650-97.9% |