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.
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 | $12,114 | $67,602-82.1% | $82,312-85.3% | $70,126-82.7% |
| Participation rate | 6.3% | 72.8%-66.5pp | 76.9%-70.6pp | 69.5%-63.3pp |
| Annual return | 31.40% | 21.57%+9.8pp | 25.88%+5.5pp | 73.15%-41.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $586 | $2,987-80.4% | $3,706-84.2% | $3,332-82.4% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |