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.
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 | $15,861 | $94,031-83.1% | $115,768-86.3% | $82,448-80.8% |
| Participation rate | 56.4% | 70.4%-14.0pp | 74.4%-18.0pp | 68.1%-11.7pp |
| Annual return | 19.13% | 20.61%-1.5pp | 100.46%-81.3pp | 41.64%-22.5pp |
| Employer contribution / active EE | $471 | $2,323-79.7% | $2,940-84.0% | $2,551-81.5% |
| Participant deferral / active EE | $1,715 | $3,972-56.8% | $4,917-65.1% | $4,139-58.6% |
| Admin fee / account holder | $45 | $10,249-99.6% | $12,439-99.6% | $7,234-99.4% |