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 | $17,943 | $57,976-69.1% | $63,018-71.5% | $62,293-71.2% |
| Participation rate | 19.3% | 75.9%-56.7pp | 74.8%-55.5pp | 69.5%-50.2pp |
| Annual return | 16.64% | 17.54%-0.9pp | 87.62%-71.0pp | 28.90%-12.3pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $578 | $2,956-80.4% | $3,330-82.6% | $3,169-81.8% |
| Admin fee / account holder | $275 | $276-0.4% | $3,601-92.4% | $479-42.7% |