Filed March 5, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $12,703 | $153,769-91.7% | $133,975-90.5% | $273,972-95.4% |
| Participation rate | 68.2% | 88.4%-20.2pp | 87.1%-18.9pp | 83.0%-14.8pp |
| Annual return | 10.20% | 36.51%-26.3pp | 29.29%-19.1pp | 41.46%-31.3pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $763 | $6,958-89.0% | $6,282-87.9% | $5,287-85.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |