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 | $6,298 | $84,236-92.5% | $170,435-96.3% | $70,126-91.0% |
| Participation rate | 64.7% | 70.8%-6.1pp | 83.6%-18.9pp | 69.5%-4.8pp |
| Annual return | 14.79% | 23.06%-8.3pp | 205.94%-191.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,004 | $3,086-67.5% | $4,939-79.7% | $3,332-69.9% |
| Admin fee / account holder | $293 | $5,698-94.9% | $13,881-97.9% | $4,645-93.7% |