Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,378 | $65,440-87.2% | $98,506-91.5% | $85,851-90.2% |
| Participation rate | 52.0% | 65.0%-13.0pp | 73.3%-21.3pp | 69.3%-17.3pp |
| Annual return | 20.09% | 21.75%-1.7pp | 1494.92%-1474.8pp | 318.63%-298.5pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,171 | $3,168-63.0% | $4,277-72.6% | $3,952-70.4% |
| Admin fee / account holder | $0 | $4,596-100.0% | $5,955-100.0% | $6,261-100.0% |