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 | $3,914 | $45,050-91.3% | $63,018-93.8% | $70,126-94.4% |
| Participation rate | 49.0% | 69.5%-20.5pp | 74.8%-25.8pp | 69.5%-20.5pp |
| Annual return | 26.18% | 18.76%+7.4pp | 87.62%-61.4pp | 73.15%-47.0pp |
| Employer contribution / active EE | $265 | $2,052-87.1% | $2,761-90.4% | $2,343-88.7% |
| Participant deferral / active EE | $885 | $2,466-64.1% | $3,330-73.4% | $3,332-73.4% |
| Admin fee / account holder | $8 | $2,834-99.7% | $3,601-99.8% | $4,645-99.8% |