Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $3,455 | $59,839-94.2% | $81,991-95.8% | $79,852-95.7% |
| Participation rate | 45.6% | 61.6%-16.0pp | 69.3%-23.6pp | 69.6%-24.0pp |
| Annual return | 26.22% | 17.56%+8.7pp | 41.31%-15.1pp | 31.72%-5.5pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,038 | $2,695-61.5% | $3,722-72.1% | $3,740-72.3% |
| Admin fee / account holder | $300 | $4,287-93.0% | $5,665-94.7% | $5,306-94.4% |