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.
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 | $1,510 | $177,156-99.1% | $147,027-99.0% | $154,746-99.0% |
| Participation rate | 61.5% | 79.4%-17.8pp | 73.7%-12.2pp | 80.7%-19.2pp |
| Annual return | 0.00% | 21.94%-21.9pp | 20.23%-20.2pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,050 | $5,797-81.9% | $4,933-78.7% | $6,730-84.4% |
| Admin fee / account holder | $84 | $14,904-99.4% | $12,223-99.3% | $14,365-99.4% |