Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $21,512 | $157,304-86.3% | $141,197-84.8% | $152,909-85.9% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 39.21% | 64.34%-25.1pp | 71.41%-32.2pp | 345.46%-306.3pp |
| Employer contribution / active EE | $396 | $5,263-92.5% | $4,736-91.6% | $4,764-91.7% |
| Participant deferral / active EE | $2,585 | $7,111-63.6% | $6,710-61.5% | $5,851-55.8% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |