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 | $17,996 | $106,524-83.1% | $152,301-88.2% | $87,485-79.4% |
| Participation rate | 28.0% | 75.8%-47.8pp | 82.4%-54.4pp | 68.9%-40.9pp |
| Annual return | 28.44% | 26.89%+1.6pp | 80.50%-52.1pp | 26.06%+2.4pp |
| Employer contribution / active EE | $718 | $3,371-78.7% | $4,624-84.5% | $2,596-72.3% |
| Participant deferral / active EE | $1,740 | $6,525-73.3% | $8,004-78.3% | $4,274-59.3% |
| Admin fee / account holder | $31 | $8,287-99.6% | $14,398-99.8% | $7,775-99.6% |