Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,894 | $73,787-75.7% | $98,716-81.9% | $82,448-78.3% |
| Participation rate | 7.0% | 61.4%-54.4pp | 69.3%-62.3pp | 68.1%-61.1pp |
| Annual return | 13.50% | 18.57%-5.1pp | 31.81%-18.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $81 | $3,081-97.4% | $4,048-98.0% | $4,139-98.0% |
| Admin fee / account holder | $58 | $6,500-99.1% | $8,703-99.3% | $7,234-99.2% |