Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,613 | $52,580-96.9% | $71,671-97.7% | $70,126-97.7% |
| Participation rate | 34.0% | 60.9%-26.8pp | 68.7%-34.7pp | 69.5%-35.5pp |
| Annual return | 0.00% | 20.25%-20.3pp | 20.65%-20.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $592 | $2,386-75.2% | $3,438-82.8% | $3,332-82.2% |
| Admin fee / account holder | $26 | $3,653-99.3% | $5,558-99.5% | $4,645-99.4% |