Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,475 | $71,215-83.9% | $93,696-87.8% | $80,935-85.8% |
| Participation rate | 34.0% | 60.4%-26.4pp | 68.7%-34.7pp | 67.7%-33.7pp |
| Annual return | 13.35% | 11.27%+2.1pp | 133.74%-120.4pp | 35.66%-22.3pp |
| Employer contribution / active EE | $667 | $1,565-57.4% | $2,422-72.4% | $2,757-75.8% |
| Participant deferral / active EE | $1,028 | $4,037-74.5% | $4,417-76.7% | $4,299-76.1% |
| Admin fee / account holder | $8 | $6,958-99.9% | $8,287-99.9% | $6,924-99.9% |