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 | $5,374 | $81,504-93.4% | $102,437-94.8% | $80,959-93.4% |
| Participation rate | 61.5% | 66.9%-5.3pp | 74.5%-13.0pp | 67.7%-6.1pp |
| Annual return | 14.23% | 25.60%-11.4pp | 24.95%-10.7pp | 35.67%-21.4pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $841 | $3,871-78.3% | $5,060-83.4% | $4,300-80.5% |
| Admin fee / account holder | $89 | $6,719-98.7% | $8,388-98.9% | $6,925-98.7% |