Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,933 | $100,784-76.3% | $191,597-87.5% | $82,637-71.0% |
| Participation rate | 50.0% | 70.5%-20.5pp | 76.9%-26.9pp | 68.1%-18.1pp |
| Annual return | 13.95% | 18.13%-4.2pp | 27.07%-13.1pp | 53.51%-39.6pp |
| Employer contribution / active EE | $1,378 | $3,102-55.6% | $5,025-72.6% | $2,552-46.0% |
| Participant deferral / active EE | $1,523 | $4,937-69.1% | $6,850-77.8% | $4,126-63.1% |
| Admin fee / account holder | $219 | $10,062-97.8% | $22,799-99.0% | $7,339-97.0% |