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 | $44,910 | $167,415-73.2% | $140,514-68.0% | $198,609-77.4% |
| Participation rate | 61.5% | 80.9%-19.3pp | 77.8%-16.3pp | 82.4%-20.8pp |
| Annual return | 11.46% | 13.85%-2.4pp | 14.36%-2.9pp | 202.70%-191.2pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,047 | $5,579-81.2% | $4,919-78.7% | $6,977-85.0% |
| Admin fee / account holder | $82 | $16,730-99.5% | $13,697-99.4% | $19,030-99.6% |