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 | $17,870 | $99,652-82.1% | $78,778-77.3% | $147,586-87.9% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.2%-9.2pp | 82.8%-22.8pp |
| Annual return | 14.87% | 47.28%-32.4pp | 35.62%-20.7pp | 578.59%-563.7pp |
| Employer contribution / active EE | $844 | $2,796-69.8% | $1,986-57.5% | $4,876-82.7% |
| Participant deferral / active EE | $684 | $3,664-81.3% | $2,958-76.9% | $5,439-87.4% |
| Admin fee / account holder | $230 | $7,155-96.8% | $5,134-95.5% | $10,886-97.9% |