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 | $6,167 | $39,132-84.2% | $57,196-89.2% | $62,881-90.2% |
| Participation rate | 54.9% | 70.5%-15.6pp | 75.3%-20.4pp | 69.3%-14.4pp |
| Annual return | 11.06% | 9.24%+1.8pp | 14.59%-3.5pp | 20.14%-9.1pp |
| Employer contribution / active EE | $172 | $1,874-90.8% | $2,683-93.6% | $2,281-92.5% |
| Participant deferral / active EE | $1,592 | $2,374-32.9% | $3,096-48.6% | $3,203-50.3% |
| Admin fee / account holder | $107 | $2,594-95.9% | $3,141-96.6% | $4,296-97.5% |