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 | $1,763 | $75,541-97.7% | $152,093-98.8% | $82,637-97.9% |
| Participation rate | 63.0% | 66.5%-3.6pp | 77.8%-14.8pp | 68.1%-5.1pp |
| Annual return | 21.19% | 32.56%-11.4pp | 66.36%-45.2pp | 53.51%-32.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,042 | $3,206-67.5% | $5,451-80.9% | $4,126-74.7% |
| Admin fee / account holder | $192 | $6,405-97.0% | $14,497-98.7% | $7,339-97.4% |