Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,937 | $48,267-87.7% | $68,794-91.4% | $68,495-91.3% |
| Participation rate | 62.1% | 60.7%+1.4pp | 69.0%-7.0pp | 67.9%-5.8pp |
| Annual return | -18.09% | -12.70%-5.4pp | -6.37%-11.7pp | -7.84%-10.2pp |
| Employer contribution / active EE | $319 | $1,829-82.6% | $2,656-88.0% | $2,596-87.7% |
| Participant deferral / active EE | $2,047 | $2,867-28.6% | $3,941-48.1% | $4,028-49.2% |
| Admin fee / account holder | $299 | $4,362-93.2% | $4,934-93.9% | $5,403-94.5% |