Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $3,518 | $99,380-96.5% | $90,312-96.1% | $155,188-97.7% |
| Participation rate | 50.0% | 77.3%-27.3pp | 72.9%-22.9pp | 80.8%-30.8pp |
| Annual return | 21.31% | 19.35%+2.0pp | 18.90%+2.4pp | 148.84%-127.5pp |
| Employer contribution / active EE | $704 | $2,390-70.5% | $2,243-68.6% | $4,248-83.4% |
| Participant deferral / active EE | $706 | $4,212-83.2% | $3,749-81.2% | $6,531-89.2% |
| Admin fee / account holder | $34 | $9,766-99.7% | $8,248-99.6% | $14,480-99.8% |