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.
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 | $13,727 | $88,707-84.5% | $74,184-81.5% | $273,972-95.0% |
| Participation rate | 64.7% | 79.4%-14.7pp | 76.6%-11.9pp | 83.0%-18.3pp |
| Annual return | 5.69% | 11.94%-6.2pp | 17.74%-12.0pp | 41.46%-35.8pp |
| Employer contribution / active EE | $380 | $3,159-88.0% | $2,370-84.0% | $4,869-92.2% |
| Participant deferral / active EE | $1,519 | $4,212-63.9% | $3,550-57.2% | $5,287-71.3% |
| Admin fee / account holder | $120 | $8,717-98.6% | $5,586-97.9% | $10,133-98.8% |