Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,735 | $93,617-88.5% | $135,982-92.1% | $75,177-85.7% |
| Participation rate | 39.3% | 75.2%-35.9pp | 81.9%-42.6pp | 67.2%-27.9pp |
| Annual return | 28.04% | 30.89%-2.8pp | 68.32%-40.3pp | 160.75%-132.7pp |
| Employer contribution / active EE | $1,207 | $3,538-65.9% | $4,859-75.2% | $2,671-54.8% |
| Participant deferral / active EE | $1,236 | $6,406-80.7% | $7,760-84.1% | $4,126-70.0% |
| Admin fee / account holder | $70 | $6,980-99.0% | $10,767-99.3% | $5,651-98.8% |