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.
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 | $2,529 | $46,599-94.6% | $64,101-96.1% | $75,173-96.6% |
| Participation rate | 23.0% | 65.9%-43.0pp | 72.3%-49.3pp | 67.2%-44.2pp |
| Annual return | 13.29% | 26.06%-12.8pp | 33.72%-20.4pp | 160.72%-147.4pp |
| Employer contribution / active EE | $128 | $1,975-93.5% | $2,749-95.3% | $2,671-95.2% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $37 | $2,956-98.7% | $3,070-98.8% | $5,651-99.3% |