Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,253 | $60,139-83.0% | $90,461-88.7% | $79,856-87.2% |
| Participation rate | 10.0% | 65.0%-55.0pp | 72.7%-62.7pp | 69.6%-59.6pp |
| Annual return | 0.00% | 71.96%-72.0pp | 1294.76%-1294.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $72 | $2,069-96.5% | $3,264-97.8% | $2,471-97.1% |
| Participant deferral / active EE | $867 | $2,939-70.5% | $3,964-78.1% | $3,741-76.8% |
| Admin fee / account holder | $25 | $3,978-99.4% | $5,617-99.5% | $5,306-99.5% |