Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,045 | $58,512-88.0% | $84,020-91.6% | $72,983-90.3% |
| Participation rate | 67.6% | 61.2%+6.3pp | 69.0%-1.4pp | 69.5%-1.9pp |
| Annual return | 24.22% | 28.93%-4.7pp | 71.31%-47.1pp | 81.01%-56.8pp |
| Employer contribution / active EE | $626 | $1,163-46.2% | $1,984-68.4% | $2,440-74.3% |
| Participant deferral / active EE | $867 | $2,394-63.8% | $3,239-73.2% | $3,608-76.0% |
| Admin fee / account holder | $148 | $4,569-96.8% | $6,101-97.6% | $5,124-97.1% |