Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,447 | $107,733-94.9% | $92,985-94.1% | $154,746-96.5% |
| Participation rate | 55.6% | 74.6%-19.0pp | 69.5%-13.9pp | 80.7%-25.1pp |
| Annual return | 22.57% | 30.39%-7.8pp | 27.99%-5.4pp | 172.34%-149.8pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,973 | $5,053-61.0% | $4,377-54.9% | $6,730-70.7% |
| Admin fee / account holder | $9 | $11,369-99.9% | $9,463-99.9% | $14,365-99.9% |