Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,536 | $59,804-80.7% | $81,982-85.9% | $79,856-85.6% |
| Participation rate | 17.0% | 61.6%-44.6pp | 69.3%-52.2pp | 69.6%-52.6pp |
| Annual return | 40.93% | 17.56%+23.4pp | 41.31%-0.4pp | 31.71%+9.2pp |
| Employer contribution / active EE | $430 | $1,713-74.9% | $2,498-82.8% | $2,471-82.6% |
| Participant deferral / active EE | $483 | $2,695-82.1% | $3,722-87.0% | $3,741-87.1% |
| Admin fee / account holder | $54 | $4,288-98.7% | $5,665-99.0% | $5,306-99.0% |