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.
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 | $6,282 | $81,233-92.3% | $155,567-96.0% | $80,874-92.2% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.6%-1.0pp |
| Annual return | 47.82% | 33.33%+14.5pp | 64.74%-16.9pp | 35.62%+12.2pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,124 | $3,452-9.5% | $5,628-44.5% | $4,297-27.3% |
| Admin fee / account holder | $21 | $7,998-99.7% | $15,916-99.9% | $6,935-99.7% |