Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $3,579 | $39,132-90.9% | $57,196-93.7% | $62,881-94.3% |
| Participation rate | 51.5% | 70.5%-19.0pp | 75.3%-23.8pp | 69.3%-17.8pp |
| Annual return | 4.09% | 9.24%-5.2pp | 14.59%-10.5pp | 20.14%-16.1pp |
| Employer contribution / active EE | $305 | $1,874-83.7% | $2,683-88.6% | $2,281-86.6% |
| Participant deferral / active EE | $881 | $2,374-62.9% | $3,096-71.5% | $3,203-72.5% |
| Admin fee / account holder | $30 | $2,594-98.8% | $3,141-99.0% | $4,296-99.3% |