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 | $5,729 | $46,877-87.8% | $122,354-95.3% | $70,126-91.8% |
| Participation rate | 47.4% | 58.2%-10.8pp | 71.6%-24.3pp | 69.5%-22.2pp |
| Annual return | 20.93% | 24.22%-3.3pp | 30.28%-9.3pp | 73.15%-52.2pp |
| Employer contribution / active EE | $512 | $1,288-60.3% | $4,051-87.4% | $2,343-78.2% |
| Participant deferral / active EE | $689 | $2,167-68.2% | $3,287-79.0% | $3,332-79.3% |
| Admin fee / account holder | $20 | $3,324-99.4% | $5,479-99.6% | $4,645-99.6% |