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.
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 | $16,298 | $81,403-80.0% | $147,027-88.9% | $87,485-81.4% |
| Participation rate | 21.1% | 63.4%-42.4pp | 73.7%-52.7pp | 68.9%-47.9pp |
| Annual return | 17.21% | 16.51%+0.7pp | 20.23%-3.0pp | 26.06%-8.9pp |
| Employer contribution / active EE | $0 | $2,205-100.0% | $3,626-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,585 | $3,315-52.2% | $4,933-67.9% | $4,274-62.9% |
| Admin fee / account holder | $33 | $6,755-99.5% | $12,223-99.7% | $7,775-99.6% |