Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $17,289 | $57,828-70.1% | $117,039-85.2% | $70,126-75.3% |
| Participation rate | 42.9% | 67.1%-24.3pp | 77.2%-34.3pp | 69.5%-26.7pp |
| Annual return | 15.14% | 17.55%-2.4pp | 18.95%-3.8pp | 73.15%-58.0pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $607 | $2,438-75.1% | $3,929-84.5% | $3,332-81.8% |
| Admin fee / account holder | $67 | $3,548-98.1% | $5,974-98.9% | $4,645-98.6% |