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 | $5,320 | $48,078-88.9% | $78,676-93.2% | $62,881-91.5% |
| Participation rate | 32.3% | 65.2%-32.9pp | 73.6%-41.3pp | 69.3%-37.0pp |
| Annual return | 10.52% | 31.36%-20.8pp | 62.19%-51.7pp | 20.14%-9.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $846 | $2,587-67.3% | $3,517-75.9% | $3,203-73.6% |
| Admin fee / account holder | $154 | $3,206-95.2% | $4,510-96.6% | $4,296-96.4% |