Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.
Participant 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 | $13,511 | $91,559-85.2% | $133,959-89.9% | $79,858-83.1% |
| Participation rate | 40.0% | 73.3%-33.3pp | 79.8%-39.8pp | 69.6%-29.6pp |
| Annual return | 22.98% | 61.85%-38.9pp | 45.09%-22.1pp | 31.72%-8.7pp |
| Employer contribution / active EE | $599 | $2,384-74.9% | $3,919-84.7% | $2,471-75.8% |
| Participant deferral / active EE | $1,657 | $3,734-55.6% | $5,047-67.2% | $3,740-55.7% |
| Admin fee / account holder | $101 | $6,321-98.4% | $8,928-98.9% | $5,306-98.1% |