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 | $9,388 | $154,228-93.9% | $145,433-93.5% | $137,256-93.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 18.57% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $854 | $4,804-82.2% | $4,554-81.3% | $4,156-79.5% |
| Participant deferral / active EE | $854 | $8,216-89.6% | $7,897-89.2% | $6,407-86.7% |
| Admin fee / account holder | $59 | $14,344-99.6% | $13,129-99.6% | $12,270-99.5% |