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 | $92,811-74.2% | $238,191-90.0% | $86,983-72.5% |
| Participation rate | 50.0% | 69.3%-19.3pp | 77.1%-27.1pp | 69.5%-19.5pp |
| Annual return | 13.95% | 16.16%-2.2pp | 13.02%+0.9pp | 25.83%-11.9pp |
| Employer contribution / active EE | $1,378 | $2,728-49.5% | $5,082-72.9% | $2,584-46.7% |
| Participant deferral / active EE | $1,523 | $4,479-66.0% | $6,726-77.3% | $4,194-63.7% |
| Admin fee / account holder | $219 | $9,177-97.6% | $34,582-99.4% | $7,856-97.2% |