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 | $31,835 | $254,759-87.5% | $216,567-85.3% | $198,609-84.0% |
| Participation rate | 15.0% | 84.5%-69.5pp | 81.6%-66.6pp | 82.4%-67.4pp |
| Annual return | 31.53% | 10.04%+21.5pp | 12.94%+18.6pp | 202.70%-171.2pp |
| Employer contribution / active EE | $396 | $6,096-93.5% | $5,216-92.4% | $5,055-92.2% |
| Participant deferral / active EE | $2,641 | $6,948-62.0% | $6,191-57.3% | $6,977-62.1% |
| Admin fee / account holder | $77 | $26,311-99.7% | $21,981-99.7% | $19,030-99.6% |