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 | $23,940 | $69,977-65.8% | $108,582-78.0% | $62,881-61.9% |
| Participation rate | 40.0% | 72.9%-32.9pp | 79.6%-39.6pp | 69.3%-29.3pp |
| Annual return | 5.36% | 10.73%-5.4pp | -51.70%+57.1pp | 20.14%-14.8pp |
| Employer contribution / active EE | $577 | $2,135-73.0% | $3,758-84.6% | $2,281-74.7% |
| Participant deferral / active EE | $747 | $3,165-76.4% | $4,311-82.7% | $3,203-76.7% |
| Admin fee / account holder | $3 | $5,076-99.9% | $7,645-100.0% | $4,296-99.9% |