Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,997 | $45,050-77.8% | $63,018-84.1% | $70,126-85.7% |
| Participation rate | 23.4% | 69.5%-46.1pp | 74.8%-51.4pp | 69.5%-46.1pp |
| Annual return | 33.31% | 18.76%+14.5pp | 87.62%-54.3pp | 73.15%-39.8pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,646 | $2,466-33.3% | $3,330-50.6% | $3,332-50.6% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |