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 | $12,062 | $56,054-78.5% | $171,082-92.9% | $62,881-80.8% |
| Participation rate | 42.3% | 62.9%-20.6pp | 76.7%-34.4pp | 69.3%-27.0pp |
| Annual return | 8.04% | 22.52%-14.5pp | 32.56%-24.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,335 | $3,158-57.7% | $4,797-72.2% | $3,203-58.3% |
| Admin fee / account holder | $215 | $3,647-94.1% | $8,520-97.5% | $4,296-95.0% |