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 | $8,966 | $45,087-80.1% | $69,483-87.1% | $72,976-87.7% |
| Participation rate | 59.0% | 68.5%-9.5pp | 74.6%-15.6pp | 69.5%-10.5pp |
| Annual return | 23.32% | 22.67%+0.7pp | 28.99%-5.7pp | 81.02%-57.7pp |
| Employer contribution / active EE | $177 | $2,055-91.4% | $2,780-93.6% | $2,440-92.7% |
| Participant deferral / active EE | $1,659 | $2,603-36.3% | $3,537-53.1% | $3,608-54.0% |
| Admin fee / account holder | $103 | $3,057-96.6% | $3,841-97.3% | $5,124-98.0% |