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 | $9,642 | $57,739-83.3% | $112,273-91.4% | $74,440-87.0% |
| Participation rate | 15.2% | 55.6%-40.4pp | 72.4%-57.3pp | 70.7%-55.6pp |
| Annual return | 33.96% | 19.52%+14.4pp | 30.23%+3.7pp | 34.37%-0.4pp |
| Employer contribution / active EE | $371 | $1,675-77.9% | $3,431-89.2% | $2,638-85.9% |
| Participant deferral / active EE | $482 | $2,891-83.3% | $4,800-90.0% | $4,529-89.4% |
| Admin fee / account holder | $258 | $462-44.3% | $7,752-96.7% | $348-26.0% |