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 | $5,412 | $58,493-90.7% | $84,021-93.6% | $72,975-92.6% |
| Participation rate | 14.6% | 61.2%-46.6pp | 69.0%-54.4pp | 69.5%-54.9pp |
| Annual return | 32.54% | 28.93%+3.6pp | 71.32%-38.8pp | 81.01%-48.5pp |
| Employer contribution / active EE | $399 | $1,163-65.7% | $1,984-79.9% | $2,440-83.7% |
| Participant deferral / active EE | $365 | $2,394-84.7% | $3,239-88.7% | $3,608-89.9% |
| Admin fee / account holder | $66 | $4,569-98.6% | $6,102-98.9% | $5,124-98.7% |