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 | $26,436 | $83,485-68.3% | $125,195-78.9% | $72,976-63.8% |
| Participation rate | 32.6% | 73.3%-40.7pp | 79.8%-47.2pp | 69.5%-36.9pp |
| Annual return | 17.57% | 25.77%-8.2pp | 43.79%-26.2pp | 81.02%-63.4pp |
| Employer contribution / active EE | $588 | $2,346-74.9% | $3,866-84.8% | $2,440-75.9% |
| Participant deferral / active EE | $627 | $3,586-82.5% | $4,937-87.3% | $3,608-82.6% |
| Admin fee / account holder | $134 | $5,518-97.6% | $9,704-98.6% | $5,124-97.4% |