Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $21,316 | $89,367-76.1% | $141,191-84.9% | $72,975-70.8% |
| Participation rate | 63.6% | 75.1%-11.5pp | 82.5%-18.8pp | 69.5%-5.9pp |
| Annual return | 26.40% | 111.87%-85.5pp | 71.41%-45.0pp | 81.01%-54.6pp |
| Employer contribution / active EE | $737 | $3,115-76.3% | $4,736-84.4% | $2,440-69.8% |
| Participant deferral / active EE | $2,051 | $5,419-62.2% | $6,710-69.4% | $3,608-43.2% |
| Admin fee / account holder | $164 | $5,957-97.3% | $10,264-98.4% | $5,124-96.8% |