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 | $6,807 | $91,037-92.5% | $71,671-90.5% | $147,586-95.4% |
| Participation rate | 44.4% | 76.1%-31.7pp | 68.7%-24.3pp | 82.8%-38.4pp |
| Annual return | 27.09% | 20.48%+6.6pp | 20.65%+6.4pp | 578.59%-551.5pp |
| Employer contribution / active EE | $595 | $3,327-82.1% | $2,460-75.8% | $4,876-87.8% |
| Participant deferral / active EE | $740 | $4,498-83.5% | $3,438-78.5% | $5,439-86.4% |
| Admin fee / account holder | $48 | $8,613-99.4% | $5,558-99.1% | $10,886-99.6% |