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 | $11,854 | $81,870-85.5% | $119,634-90.1% | $68,490-82.7% |
| Participation rate | 38.7% | 71.9%-33.2pp | 79.3%-40.6pp | 67.9%-29.2pp |
| Annual return | 3.30% | -23.82%+27.1pp | -14.98%+18.3pp | -7.85%+11.2pp |
| Employer contribution / active EE | $977 | $2,692-63.7% | $4,232-76.9% | $2,597-62.4% |
| Participant deferral / active EE | $1,527 | $4,148-63.2% | $5,601-72.7% | $4,028-62.1% |
| Admin fee / account holder | $0 | $6,583-100.0% | $10,329-100.0% | $5,403-100.0% |