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.
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 | $8,006 | $63,342-87.4% | $92,235-91.3% | $70,131-88.6% |
| Participation rate | 53.6% | 68.7%-15.1pp | 76.5%-22.9pp | 69.5%-16.0pp |
| Annual return | 13.92% | 530.15%-516.2pp | 176.28%-162.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $623 | $2,471-74.8% | $3,679-83.1% | $2,342-73.4% |
| Participant deferral / active EE | $210 | $2,854-92.6% | $3,897-94.6% | $3,332-93.7% |
| Admin fee / account holder | $141 | $3,840-96.3% | $5,194-97.3% | $4,645-97.0% |