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 | $8,167 | $91,167-91.0% | $178,498-95.4% | $79,858-89.8% |
| Participation rate | 30.2% | 69.2%-39.0pp | 81.9%-51.7pp | 69.6%-39.4pp |
| Annual return | 21.70% | 24.19%-2.5pp | 151.09%-129.4pp | 31.72%-10.0pp |
| Employer contribution / active EE | $394 | $3,255-87.9% | $5,011-92.1% | $2,471-84.1% |
| Participant deferral / active EE | $728 | $3,236-77.5% | $5,202-86.0% | $3,740-80.5% |
| Admin fee / account holder | $257 | $6,747-96.2% | $13,985-98.2% | $5,306-95.2% |