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.
Employer 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 | $9,898 | $52,678-81.2% | $75,784-86.9% | $59,633-83.4% |
| Participation rate | 63.6% | 67.2%-3.6pp | 75.8%-12.2pp | 68.7%-5.0pp |
| Annual return | -2.94% | 2.95%-5.9pp | 9.68%-12.6pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,960 | $2,591-24.3% | $3,652-46.3% | $3,192-38.6% |
| Admin fee / account holder | $141 | $3,610-96.1% | $5,300-97.3% | $4,297-96.7% |