Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,556 | $55,453-75.6% | $170,435-92.0% | $62,293-78.2% |
| Participation rate | 35.8% | 66.4%-30.6pp | 83.6%-47.8pp | 69.5%-33.7pp |
| Annual return | 261.25% | 21.38%+239.9pp | 205.94%+55.3pp | 28.90%+232.4pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,593 | $2,303+12.6% | $4,939-47.5% | $3,169-18.2% |
| Admin fee / account holder | $86 | $455-81.1% | $13,881-99.4% | $479-82.0% |