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.
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 | $12,038 | $134,817-91.1% | $123,973-90.3% | $155,188-92.2% |
| Participation rate | 63.2% | 79.4%-16.2pp | 76.7%-13.5pp | 80.8%-17.6pp |
| Annual return | 14.85% | 515.49%-500.6pp | 388.13%-373.3pp | 148.84%-134.0pp |
| Employer contribution / active EE | $455 | $4,425-89.7% | $4,126-89.0% | $4,248-89.3% |
| Participant deferral / active EE | $1,933 | $5,706-66.1% | $5,247-63.2% | $6,531-70.4% |
| Admin fee / account holder | $216 | $13,245-98.4% | $11,799-98.2% | $14,480-98.5% |