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 | $5,945 | $40,275-85.2% | $57,356-89.6% | $59,633-90.0% |
| Participation rate | 63.2% | 69.1%-6.0pp | 75.1%-11.9pp | 68.7%-5.5pp |
| Annual return | 3.92% | 27.52%-23.6pp | 24.41%-20.5pp | 2041.45%-2037.5pp |
| Employer contribution / active EE | $443 | $1,921-76.9% | $2,689-83.5% | $2,203-79.9% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $39 | $2,820-98.6% | $3,357-98.9% | $4,297-99.1% |