Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,801 | $99,875-87.2% | $146,866-91.3% | $86,983-85.3% |
| Participation rate | 65.4% | 75.8%-10.4pp | 82.5%-17.1pp | 69.5%-4.2pp |
| Annual return | 29.21% | 28.10%+1.1pp | 102.85%-73.6pp | 25.83%+3.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,733 | $6,322-25.1% | $7,759-39.0% | $4,194+12.9% |
| Admin fee / account holder | $13 | $7,838-99.8% | $13,620-99.9% | $7,856-99.8% |