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.
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 | $6,542 | $110,278-94.1% | $95,740-93.2% | $139,466-95.3% |
| Participation rate | 65.2% | 75.7%-10.5pp | 72.3%-7.0pp | 80.3%-15.1pp |
| Annual return | 18.31% | 27.19%-8.9pp | 28.41%-10.1pp | 373.66%-355.4pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $827 | $4,674-82.3% | $4,244-80.5% | $6,712-87.7% |
| Admin fee / account holder | $61 | $6,613-99.1% | $5,676-98.9% | $11,409-99.5% |