Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,341 | $100,970-92.7% | $96,576-92.4% | $137,256-94.7% |
| Participation rate | 52.6% | 82.6%-30.0pp | 81.4%-28.8pp | 80.0%-27.3pp |
| Annual return | 18.27% | 38.16%-19.9pp | 38.47%-20.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $382 | $3,809-90.0% | $3,553-89.3% | $4,156-90.8% |
| Participant deferral / active EE | $617 | $8,286-92.6% | $7,956-92.2% | $6,407-90.4% |
| Admin fee / account holder | $68 | $11,312-99.4% | $11,381-99.4% | $12,270-99.4% |