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 | $22,382 | $60,349-62.9% | $74,184-69.8% | $62,881-64.4% |
| Participation rate | 45.5% | 72.7%-27.3pp | 76.6%-31.2pp | 69.3%-23.9pp |
| Annual return | 4.91% | 21.38%-16.5pp | 17.74%-12.8pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,462 | $2,856-48.8% | $3,550-58.8% | $3,203-54.4% |
| Admin fee / account holder | $138 | $4,261-96.8% | $5,586-97.5% | $4,296-96.8% |