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 | $13,309 | $80,992-83.6% | $96,534-86.2% | $75,173-82.3% |
| Participation rate | 30.8% | 71.8%-41.0pp | 76.0%-45.2pp | 67.2%-36.4pp |
| Annual return | 23.04% | 27.05%-4.0pp | 25.88%-2.8pp | 160.72%-137.7pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,554 | $3,929-60.5% | $4,851-68.0% | $4,126-62.3% |
| Admin fee / account holder | $12 | $6,717-99.8% | $8,253-99.9% | $5,651-99.8% |