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.
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 | $8,047 | $57,140-85.9% | $85,240-90.6% | $80,959-90.1% |
| Participation rate | 31.9% | 56.4%-24.5pp | 67.5%-35.6pp | 67.7%-35.8pp |
| Annual return | 14.74% | 21.71%-7.0pp | 66.75%-52.0pp | 35.67%-20.9pp |
| Employer contribution / active EE | $818 | $1,802-54.6% | $2,735-70.1% | $2,757-70.3% |
| Participant deferral / active EE | $549 | $3,115-82.4% | $4,527-87.9% | $4,300-87.2% |
| Admin fee / account holder | $28 | $4,992-99.4% | $6,165-99.5% | $6,925-99.6% |