Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,967 | $165,381-95.2% | $149,730-94.7% | $158,966-95.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $900 | $5,104-82.4% | $4,645-80.6% | $4,762-81.1% |
| Participant deferral / active EE | $2,571 | $7,182-64.2% | $6,843-62.4% | $5,983-57.0% |
| Admin fee / account holder | $39 | $10,809-99.6% | $9,310-99.6% | $11,250-99.7% |