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.
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 | $10,112 | $107,421-90.6% | $182,262-94.5% | $94,015-89.2% |
| Participation rate | 65.8% | 77.8%-12.0pp | 84.2%-18.4pp | 70.8%-5.0pp |
| Annual return | 32.68% | 21.32%+11.4pp | 140.60%-107.9pp | 17.84%+14.8pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,099 | $6,558-52.7% | $8,276-62.6% | $4,249-27.1% |
| Admin fee / account holder | $268 | $8,692-96.9% | $16,712-98.4% | $8,951-97.0% |