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 | $6,698 | $81,276-91.8% | $155,574-95.7% | $80,925-91.7% |
| Participation rate | 64.3% | 66.2%-2.0pp | 78.2%-13.9pp | 67.7%-3.4pp |
| Annual return | 12.44% | 33.36%-20.9pp | 64.87%-52.4pp | 35.65%-23.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,282 | $3,453-62.9% | $5,629-77.2% | $4,299-70.2% |
| Admin fee / account holder | $286 | $7,993-96.4% | $15,914-98.2% | $6,940-95.9% |