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 | $10,365 | $48,078-78.4% | $78,676-86.8% | $62,881-83.5% |
| Participation rate | 27.9% | 65.2%-37.3pp | 73.6%-45.7pp | 69.3%-41.4pp |
| Annual return | 6.23% | 31.36%-25.1pp | 62.19%-56.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $224 | $2,015-88.9% | $2,850-92.1% | $2,281-90.2% |
| Participant deferral / active EE | $488 | $2,587-81.1% | $3,517-86.1% | $3,203-84.8% |
| Admin fee / account holder | $106 | $3,206-96.7% | $4,510-97.7% | $4,296-97.5% |