Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,116 | $85,766-85.9% | $136,298-91.1% | $70,126-82.7% |
| Participation rate | 23.1% | 74.2%-51.1pp | 81.9%-58.8pp | 69.5%-46.5pp |
| Annual return | 27.74% | 31.46%-3.7pp | 5156.27%-5128.5pp | 73.15%-45.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,602 | $5,051-48.5% | $6,247-58.4% | $3,332-21.9% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |