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.
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 | $16,960 | $46,877-63.8% | $122,354-86.1% | $70,126-75.8% |
| Participation rate | 58.6% | 58.2%+0.4pp | 71.6%-13.0pp | 69.5%-10.9pp |
| Annual return | 15.58% | 24.22%-8.6pp | 30.28%-14.7pp | 73.15%-57.6pp |
| Employer contribution / active EE | $233 | $1,288-81.9% | $4,051-94.2% | $2,343-90.0% |
| Participant deferral / active EE | $1,309 | $2,167-39.6% | $3,287-60.2% | $3,332-60.7% |
| Admin fee / account holder | $124 | $3,324-96.3% | $5,479-97.7% | $4,645-97.3% |