Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $8,574 | $76,834-88.8% | $108,359-92.1% | $87,485-90.2% |
| Participation rate | 21.6% | 61.7%-40.1pp | 70.1%-48.5pp | 68.9%-47.3pp |
| Annual return | 23.07% | 19.09%+4.0pp | 36.89%-13.8pp | 26.06%-3.0pp |
| Employer contribution / active EE | $362 | $1,556-76.8% | $2,399-84.9% | $2,596-86.1% |
| Participant deferral / active EE | $410 | $3,100-86.8% | $4,137-90.1% | $4,274-90.4% |
| Admin fee / account holder | $21 | $6,537-99.7% | $9,741-99.8% | $7,775-99.7% |