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 | $13,683 | $56,110-75.6% | $94,993-85.6% | $70,126-80.5% |
| Participation rate | 35.6% | 65.0%-29.4pp | 73.9%-38.3pp | 69.5%-33.9pp |
| Annual return | 12.50% | 51.02%-38.5pp | 27.14%-14.6pp | 73.15%-60.6pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $696 | $2,391-70.9% | $3,317-79.0% | $3,332-79.1% |
| Admin fee / account holder | $0 | $3,456-100.0% | $4,960-100.0% | $4,645-100.0% |