Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $9,976 | $95,895-89.6% | $79,576-87.5% | $134,509-92.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -16.23% | -2.72%-13.5pp | 0.15%-16.4pp | 418.13%-434.4pp |
| Employer contribution / active EE | $558 | $3,128-82.2% | $2,413-76.9% | $4,741-88.2% |
| Participant deferral / active EE | $904 | $4,693-80.7% | $3,985-77.3% | $6,400-85.9% |
| Admin fee / account holder | $47 | $9,129-99.5% | $6,834-99.3% | $11,427-99.6% |