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 | $19,034 | $63,346-70.0% | $92,240-79.4% | $70,126-72.9% |
| Participation rate | 44.4% | 68.7%-24.2pp | 76.5%-32.0pp | 69.5%-25.1pp |
| Annual return | 16.44% | 530.19%-513.7pp | 176.29%-159.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $290 | $2,471-88.3% | $3,680-92.1% | $2,343-87.6% |
| Participant deferral / active EE | $1,399 | $2,854-51.0% | $3,897-64.1% | $3,332-58.0% |
| Admin fee / account holder | $285 | $3,841-92.6% | $5,194-94.5% | $4,645-93.9% |