Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,324 | $43,749-76.4% | $158,223-93.5% | $65,306-84.2% |
| Participation rate | 18.6% | 56.9%-38.3pp | 79.2%-60.6pp | 57.7%-39.1pp |
| Annual return | 26.37% | 19.41%+7.0pp | 52.09%-25.7pp | 21.94%+4.4pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,323 | $2,019-34.5% | $5,467-75.8% | $2,959-55.3% |
| Admin fee / account holder | $137 | $1,930-92.9% | $16,047-99.1% | $3,480-96.1% |