Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,170 | $98,766-92.7% | $149,730-95.2% | $79,852-91.0% |
| Participation rate | 46.4% | 75.8%-29.4pp | 82.5%-36.1pp | 69.6%-23.3pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $754 | $3,217-76.5% | $4,645-83.8% | $2,471-69.5% |
| Participant deferral / active EE | $2,307 | $5,681-59.4% | $6,843-66.3% | $3,740-38.3% |
| Admin fee / account holder | $44 | $6,052-99.3% | $9,310-99.5% | $5,306-99.2% |