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 | $9,425 | $90,486-89.6% | $78,676-88.0% | $273,972-96.6% |
| Participation rate | 41.2% | 76.5%-35.3pp | 73.6%-32.4pp | 83.0%-41.8pp |
| Annual return | 8.72% | 75.62%-66.9pp | 62.19%-53.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $161 | $3,175-94.9% | $2,850-94.3% | $4,869-96.7% |
| Participant deferral / active EE | $328 | $3,901-91.6% | $3,517-90.7% | $5,287-93.8% |
| Admin fee / account holder | $3 | $5,263-99.9% | $4,510-99.9% | $10,133-100.0% |