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 | $2,760 | $45,050-93.9% | $63,018-95.6% | $70,126-96.1% |
| Participation rate | 50.0% | 69.5%-19.5pp | 74.8%-24.8pp | 69.5%-19.5pp |
| Annual return | 26.67% | 18.76%+7.9pp | 87.62%-61.0pp | 73.15%-46.5pp |
| Employer contribution / active EE | $240 | $2,052-88.3% | $2,761-91.3% | $2,343-89.8% |
| Participant deferral / active EE | $825 | $2,466-66.5% | $3,330-75.2% | $3,332-75.2% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |