Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,235 | $74,706-87.6% | $75,714-87.8% | $79,391-88.4% |
| Participation rate | 61.9% | 75.3%-13.4pp | 74.8%-12.9pp | 70.7%-8.8pp |
| Annual return | 16.68% | 18.52%-1.8pp | 104.62%-87.9pp | 116.88%-100.2pp |
| Employer contribution / active EE | $2,022 | $2,590-21.9% | $2,744-26.3% | $2,428-16.7% |
| Participant deferral / active EE | $710 | $3,533-79.9% | $3,820-81.4% | $4,046-82.4% |
| Admin fee / account holder | $247 | $374-34.1% | $3,619-93.2% | $627-60.6% |