Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,052 | $114,237-86.8% | $119,258-87.4% | $167,518-91.0% |
| Participation rate | 40.0% | 83.7%-43.7pp | 82.7%-42.7pp | 82.1%-42.1pp |
| Annual return | 15.98% | 29.87%-13.9pp | 30.69%-14.7pp | 478.71%-462.7pp |
| Employer contribution / active EE | $1,481 | $4,481-67.0% | $4,384-66.2% | $4,838-69.4% |
| Participant deferral / active EE | $747 | $6,084-87.7% | $6,111-87.8% | $6,342-88.2% |
| Admin fee / account holder | $30 | $8,932-99.7% | $7,226-99.6% | $12,312-99.8% |