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 | $11,301 | $41,377-72.7% | $109,313-89.7% | $62,881-82.0% |
| Participation rate | 30.4% | 57.5%-27.2pp | 71.3%-40.9pp | 69.3%-38.9pp |
| Annual return | 8.82% | 11.05%-2.2pp | 22.07%-13.3pp | 20.14%-11.3pp |
| Employer contribution / active EE | $153 | $1,276-88.0% | $3,892-96.1% | $2,281-93.3% |
| Participant deferral / active EE | $831 | $2,045-59.4% | $3,166-73.8% | $3,203-74.1% |
| Admin fee / account holder | $0 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |