Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $22,905 | $72,486-68.4% | $87,103-73.7% | $72,976-68.6% |
| Participation rate | 47.6% | 72.8%-25.2pp | 76.9%-29.3pp | 69.5%-21.9pp |
| Annual return | 20.27% | 24.46%-4.2pp | 28.19%-7.9pp | 81.02%-60.7pp |
| Employer contribution / active EE | $881 | $1,894-53.5% | $2,521-65.1% | $2,440-63.9% |
| Participant deferral / active EE | $1,369 | $3,270-58.1% | $4,049-66.2% | $3,608-62.0% |
| Admin fee / account holder | $250 | $5,055-95.1% | $7,491-96.7% | $5,124-95.1% |