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 | $10,627 | $55,453-80.8% | $170,435-93.8% | $62,293-82.9% |
| Participation rate | 21.0% | 66.4%-45.4pp | 83.6%-62.6pp | 69.5%-48.5pp |
| Annual return | 20.32% | 21.38%-1.1pp | 205.94%-185.6pp | 28.90%-8.6pp |
| Employer contribution / active EE | $304 | $2,164-85.9% | $5,432-94.4% | $2,042-85.1% |
| Participant deferral / active EE | $356 | $2,303-84.5% | $4,939-92.8% | $3,169-88.8% |
| Admin fee / account holder | $130 | $455-71.5% | $13,881-99.1% | $479-72.9% |