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 | $9,505 | $52,581-81.9% | $130,788-92.7% | $64,340-85.2% |
| Participation rate | 47.1% | 46.5%+0.6pp | 70.1%-23.0pp | 55.2%-8.1pp |
| Annual return | 15.32% | 20.39%-5.1pp | 386.44%-371.1pp | 24.14%-8.8pp |
| Employer contribution / active EE | $303 | $1,031-70.6% | $3,558-91.5% | $1,862-83.7% |
| Participant deferral / active EE | $643 | $2,200-70.8% | $4,137-84.5% | $2,980-78.4% |
| Admin fee / account holder | $266 | $4,583-94.2% | $6,673-96.0% | $3,703-92.8% |