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 | $16,473 | $65,027-74.7% | $90,970-81.9% | $79,852-79.4% |
| Participation rate | 30.0% | 61.6%-31.6pp | 69.0%-39.0pp | 69.6%-39.6pp |
| Annual return | 15.59% | 30.45%-14.9pp | 134.58%-119.0pp | 31.72%-16.1pp |
| Employer contribution / active EE | $437 | $1,247-65.0% | $2,122-79.4% | $2,471-82.3% |
| Participant deferral / active EE | $602 | $2,512-76.0% | $3,373-82.1% | $3,740-83.9% |
| Admin fee / account holder | $122 | $4,535-97.3% | $5,960-97.9% | $5,306-97.7% |