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 | $9,219 | $54,541-83.1% | $78,778-88.3% | $70,126-86.9% |
| Participation rate | 17.2% | 60.8%-43.6pp | 69.2%-51.9pp | 69.5%-52.3pp |
| Annual return | 21.60% | 21.07%+0.5pp | 35.62%-14.0pp | 73.15%-51.5pp |
| Employer contribution / active EE | $311 | $1,089-71.4% | $1,986-84.3% | $2,343-86.7% |
| Participant deferral / active EE | $680 | $2,210-69.2% | $2,958-77.0% | $3,332-79.6% |
| Admin fee / account holder | $31 | $3,709-99.2% | $5,134-99.4% | $4,645-99.3% |