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 | $11,394 | $62,583-81.8% | $76,767-85.2% | $64,173-82.2% |
| Participation rate | 32.0% | 72.8%-40.8pp | 77.0%-45.0pp | 69.6%-37.6pp |
| Annual return | -5.80% | -1.95%-3.9pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $493 | $1,832-73.1% | $2,485-80.1% | $2,381-79.3% |
| Participant deferral / active EE | $826 | $3,145-73.7% | $3,852-78.5% | $3,470-76.2% |
| Admin fee / account holder | $88 | $4,667-98.1% | $6,675-98.7% | $4,887-98.2% |