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 | $13,445 | $99,079-86.4% | $78,002-82.8% | $273,972-95.1% |
| Participation rate | 52.9% | 78.6%-25.6pp | 75.5%-22.6pp | 83.0%-30.1pp |
| Annual return | 4.55% | 217.93%-213.4pp | 425.99%-421.4pp | 41.46%-36.9pp |
| Employer contribution / active EE | $531 | $3,308-83.9% | $2,470-78.5% | $4,869-89.1% |
| Participant deferral / active EE | $545 | $4,306-87.3% | $3,497-84.4% | $5,287-89.7% |
| Admin fee / account holder | $35 | $8,954-99.6% | $5,481-99.4% | $10,133-99.7% |