Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $6,720 | $91,179-92.6% | $178,499-96.2% | $79,852-91.6% |
| Participation rate | 63.8% | 69.2%-5.4pp | 81.9%-18.2pp | 69.6%-5.9pp |
| Annual return | 27.28% | 24.19%+3.1pp | 151.10%-123.8pp | 31.72%-4.4pp |
| Employer contribution / active EE | $300 | $3,256-90.8% | $5,011-94.0% | $2,471-87.9% |
| Participant deferral / active EE | $1,690 | $3,236-47.8% | $5,202-67.5% | $3,740-54.8% |
| Admin fee / account holder | $35 | $6,749-99.5% | $13,986-99.8% | $5,306-99.3% |