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 | $11,879 | $54,541-78.2% | $78,778-84.9% | $70,126-83.1% |
| Participation rate | 68.0% | 60.8%+7.2pp | 69.2%-1.2pp | 69.5%-1.5pp |
| Annual return | 12.44% | 21.07%-8.6pp | 35.62%-23.2pp | 73.15%-60.7pp |
| Employer contribution / active EE | $760 | $1,089-30.2% | $1,986-61.7% | $2,343-67.6% |
| Participant deferral / active EE | $978 | $2,210-55.7% | $2,958-66.9% | $3,332-70.6% |
| Admin fee / account holder | $230 | $3,709-93.8% | $5,134-95.5% | $4,645-95.0% |