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 | $3,474 | $57,108-93.9% | $94,229-96.3% | $52,331-93.4% |
| Participation rate | 57.4% | 72.9%-15.6pp | 78.8%-21.4pp | 68.1%-10.7pp |
| Annual return | 1.22% | 1.47%-0.3pp | 10.68%-9.5pp | 4.54%-3.3pp |
| Employer contribution / active EE | $916 | $1,735-47.2% | $3,587-74.5% | $1,882-51.3% |
| Participant deferral / active EE | $442 | $3,040-85.5% | $4,320-89.8% | $3,022-85.4% |
| Admin fee / account holder | $263 | $546-51.9% | $6,269-95.8% | $592-55.6% |