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 | $6,234 | $67,602-90.8% | $82,312-92.4% | $70,126-91.1% |
| Participation rate | 38.1% | 72.8%-34.7pp | 76.9%-38.8pp | 69.5%-31.4pp |
| Annual return | 19.03% | 21.57%-2.5pp | 25.88%-6.9pp | 73.15%-54.1pp |
| Employer contribution / active EE | $420 | $1,755-76.1% | $2,428-82.7% | $2,343-82.1% |
| Participant deferral / active EE | $429 | $2,987-85.6% | $3,706-88.4% | $3,332-87.1% |
| Admin fee / account holder | $229 | $4,512-94.9% | $5,608-95.9% | $4,645-95.1% |