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.
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 | $13,122 | $56,894-76.9% | $84,753-84.5% | $62,881-79.1% |
| Participation rate | 25.0% | 68.5%-43.5pp | 76.6%-51.6pp | 69.3%-44.3pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $681 | $2,400-71.6% | $3,574-80.9% | $2,281-70.1% |
| Participant deferral / active EE | $995 | $2,709-63.3% | $3,712-73.2% | $3,203-68.9% |
| Admin fee / account holder | $1 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |