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.
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 | $4,052 | $31,388-87.1% | $73,550-94.5% | $62,293-93.5% |
| Participation rate | 24.3% | 39.9%-15.6pp | 54.9%-30.7pp | 69.5%-45.2pp |
| Annual return | 25.11% | 25.34%-0.2pp | -15.16%+40.3pp | 28.90%-3.8pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $502 | $1,028-51.2% | $1,804-72.2% | $3,169-84.2% |
| Admin fee / account holder | $228 | $299-23.9% | $2,320-90.2% | $479-52.5% |