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 | $27,194 | $97,550-72.1% | $120,344-77.4% | $87,485-68.9% |
| Participation rate | 55.8% | 72.8%-17.0pp | 76.7%-20.9pp | 68.9%-13.1pp |
| Annual return | 15.07% | 18.41%-3.3pp | 20.30%-5.2pp | 26.06%-11.0pp |
| Employer contribution / active EE | $870 | $2,291-62.0% | $3,020-71.2% | $2,596-66.5% |
| Participant deferral / active EE | $1,249 | $4,230-70.5% | $5,135-75.7% | $4,274-70.8% |
| Admin fee / account holder | $109 | $9,543-98.9% | $12,742-99.1% | $7,775-98.6% |