Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,711 | $81,276-93.0% | $155,574-96.3% | $80,925-92.9% |
| Participation rate | 44.8% | 66.2%-21.4pp | 78.2%-33.4pp | 67.7%-22.8pp |
| Annual return | 14.38% | 33.36%-19.0pp | 64.87%-50.5pp | 35.65%-21.3pp |
| Employer contribution / active EE | $651 | $3,103-79.0% | $4,676-86.1% | $2,756-76.4% |
| Participant deferral / active EE | $491 | $3,453-85.8% | $5,629-91.3% | $4,299-88.6% |
| Admin fee / account holder | $288 | $7,993-96.4% | $15,914-98.2% | $6,940-95.8% |