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.
Employer 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 | $12,184 | $101,063-87.9% | $81,473-85.0% | $147,586-91.7% |
| Participation rate | 42.9% | 74.5%-31.6pp | 68.0%-25.1pp | 82.8%-40.0pp |
| Annual return | 16.15% | 32.41%-16.3pp | 38.78%-22.6pp | 578.59%-562.4pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $810 | $4,242-80.9% | $3,537-77.1% | $5,439-85.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |