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 | $6,447 | $62,589-89.7% | $76,768-91.6% | $64,173-90.0% |
| Participation rate | 50.0% | 72.8%-22.8pp | 77.0%-27.0pp | 69.6%-19.6pp |
| Annual return | -1.37% | -1.95%+0.6pp | 2.43%-3.8pp | 7.63%-9.0pp |
| Employer contribution / active EE | $694 | $1,832-62.1% | $2,485-72.1% | $2,381-70.8% |
| Participant deferral / active EE | $1,210 | $3,145-61.5% | $3,852-68.6% | $3,470-65.1% |
| Admin fee / account holder | $249 | $4,667-94.7% | $6,675-96.3% | $4,887-94.9% |