Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.
Employer 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 | $3,359 | $76,407-95.6% | $150,298-97.8% | $82,448-95.9% |
| Participation rate | 68.2% | 66.4%+1.8pp | 77.8%-9.5pp | 68.1%+0.2pp |
| Annual return | 19.68% | 39.99%-20.3pp | 62.79%-43.1pp | 41.64%-22.0pp |
| Employer contribution / active EE | $88 | $2,614-96.6% | $4,154-97.9% | $2,551-96.6% |
| Participant deferral / active EE | $876 | $3,214-72.8% | $5,453-83.9% | $4,139-78.8% |
| Admin fee / account holder | $88 | $6,352-98.6% | $14,116-99.4% | $7,234-98.8% |