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 | $16,246 | $93,598-82.6% | $135,974-88.1% | $75,173-78.4% |
| Participation rate | 17.2% | 75.2%-58.0pp | 81.9%-64.7pp | 67.2%-50.0pp |
| Annual return | 16.18% | 30.89%-14.7pp | 68.30%-52.1pp | 160.72%-144.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $958 | $6,405-85.0% | $7,760-87.7% | $4,126-76.8% |
| Admin fee / account holder | $136 | $6,978-98.1% | $10,767-98.7% | $5,651-97.6% |