Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,063 | $88,707-77.4% | $74,184-73.0% | $273,972-92.7% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 4.56% | 11.94%-7.4pp | 17.74%-13.2pp | 41.46%-36.9pp |
| Employer contribution / active EE | $113 | $3,159-96.4% | $2,370-95.2% | $4,869-97.7% |
| Participant deferral / active EE | $1,478 | $4,212-64.9% | $3,550-58.4% | $5,287-72.1% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |