Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,195 | $75,720-95.8% | $90,312-96.5% | $86,983-96.3% |
| Participation rate | 68.8% | 66.3%+2.5pp | 72.9%-4.1pp | 69.5%-0.8pp |
| Annual return | 15.73% | 18.55%-2.8pp | 18.90%-3.2pp | 25.83%-10.1pp |
| Employer contribution / active EE | $313 | $1,945-83.9% | $2,243-86.0% | $2,584-87.9% |
| Participant deferral / active EE | $754 | $3,001-74.9% | $3,749-79.9% | $4,194-82.0% |
| Admin fee / account holder | $34 | $6,201-99.5% | $8,248-99.6% | $7,856-99.6% |