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 | $11,775 | $65,395-82.0% | $182,531-93.5% | $72,983-83.9% |
| Participation rate | 55.3% | 65.4%-10.1pp | 78.0%-22.7pp | 69.5%-14.2pp |
| Annual return | 20.05% | 27.68%-7.6pp | 148.57%-128.5pp | 81.01%-61.0pp |
| Employer contribution / active EE | $563 | $1,911-70.5% | $4,075-86.2% | $2,440-76.9% |
| Participant deferral / active EE | $788 | $3,563-77.9% | $5,525-85.7% | $3,608-78.2% |
| Admin fee / account holder | $140 | $4,245-96.7% | $8,593-98.4% | $5,124-97.3% |