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 | $3,734 | $77,920-95.2% | $149,723-97.5% | $75,177-95.0% |
| Participation rate | 69.2% | 65.6%+3.6pp | 78.8%-9.5pp | 67.2%+2.0pp |
| Annual return | 29.18% | 31.72%-2.5pp | 134.50%-105.3pp | 160.75%-131.6pp |
| Employer contribution / active EE | $345 | $3,138-89.0% | $4,821-92.8% | $2,671-87.1% |
| Participant deferral / active EE | $1,046 | $3,411-69.3% | $5,682-81.6% | $4,126-74.7% |
| Admin fee / account holder | $6 | $5,951-99.9% | $13,215-100.0% | $5,651-99.9% |