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 | $17,203 | $63,365-72.9% | $91,994-81.3% | $72,976-76.4% |
| Participation rate | 36.4% | 72.5%-36.1pp | 78.6%-42.3pp | 69.5%-33.1pp |
| Annual return | 20.99% | 35.35%-14.4pp | 69.04%-48.0pp | 81.02%-60.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $889 | $4,883-81.8% | $5,924-85.0% | $3,608-75.4% |
| Admin fee / account holder | $193 | $4,670-95.9% | $7,744-97.5% | $5,124-96.2% |