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 | $5,752 | $108,212-94.7% | $77,513-92.6% | $158,966-96.4% |
| Participation rate | 60.9% | 64.4%-3.6pp | 54.2%+6.7pp | 82.0%-21.1pp |
| Annual return | 12.79% | 31.67%-18.9pp | 54.81%-42.0pp | 302.95%-290.2pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $266 | $2,455-89.2% | $1,861-85.7% | $5,983-95.6% |
| Admin fee / account holder | $74 | $3,709-98.0% | $2,859-97.4% | $11,250-99.3% |