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 | $12,986 | $58,493-77.8% | $84,021-84.5% | $72,975-82.2% |
| Participation rate | 40.0% | 61.2%-21.2pp | 69.0%-29.0pp | 69.5%-29.5pp |
| Annual return | 29.44% | 28.93%+0.5pp | 71.32%-41.9pp | 81.01%-51.6pp |
| Employer contribution / active EE | $524 | $1,163-55.0% | $1,984-73.6% | $2,440-78.5% |
| Participant deferral / active EE | $941 | $2,394-60.7% | $3,239-70.9% | $3,608-73.9% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,102-100.0% | $5,124-100.0% |