Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,456 | $58,099-82.0% | $76,872-86.4% | $75,173-86.1% |
| Participation rate | 42.2% | 63.9%-21.7pp | 69.6%-27.4pp | 67.2%-25.0pp |
| Annual return | 16.02% | 26.71%-10.7pp | 37.90%-21.9pp | 160.72%-144.7pp |
| Employer contribution / active EE | $641 | $1,996-67.9% | $2,533-74.7% | $2,671-76.0% |
| Participant deferral / active EE | $884 | $2,999-70.5% | $3,832-76.9% | $4,126-78.6% |
| Admin fee / account holder | $232 | $4,778-95.1% | $5,476-95.8% | $5,651-95.9% |