Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $6,094 | $54,757-88.9% | $90,304-93.3% | $72,975-91.6% |
| Participation rate | 31.3% | 65.2%-33.9pp | 73.3%-42.0pp | 69.5%-38.2pp |
| Annual return | 22.95% | 30.63%-7.7pp | 78.13%-55.2pp | 81.01%-58.1pp |
| Employer contribution / active EE | $354 | $2,093-83.1% | $2,855-87.6% | $2,440-85.5% |
| Participant deferral / active EE | $457 | $2,887-84.2% | $3,885-88.2% | $3,608-87.3% |
| Admin fee / account holder | $83 | $3,973-97.9% | $5,354-98.4% | $5,124-98.4% |