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.
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 | $1,171 | $58,627-98.0% | $76,735-98.5% | $82,448-98.6% |
| Participation rate | 69.6% | 63.2%+6.4pp | 69.5%+0.1pp | 68.1%+1.6pp |
| Annual return | 29.24% | 39.10%-9.9pp | 29.77%-0.5pp | 41.64%-12.4pp |
| Employer contribution / active EE | $360 | $1,729-79.2% | $2,454-85.3% | $2,551-85.9% |
| Participant deferral / active EE | $625 | $3,134-80.0% | $4,088-84.7% | $4,139-84.9% |
| Admin fee / account holder | $247 | $5,323-95.4% | $7,189-96.6% | $7,234-96.6% |