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 | $22,879 | $83,485-72.6% | $125,192-81.7% | $72,975-68.6% |
| Participation rate | 32.1% | 73.3%-41.2pp | 79.8%-47.6pp | 69.5%-37.3pp |
| Annual return | 28.40% | 25.77%+2.6pp | 43.79%-15.4pp | 81.01%-52.6pp |
| Employer contribution / active EE | $519 | $2,346-77.9% | $3,866-86.6% | $2,440-78.7% |
| Participant deferral / active EE | $1,771 | $3,586-50.6% | $4,937-64.1% | $3,608-50.9% |
| Admin fee / account holder | $0 | $5,518-100.0% | $9,704-100.0% | $5,124-100.0% |