Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,543 | $59,834-87.4% | $79,576-90.5% | $68,495-89.0% |
| Participation rate | 35.8% | 61.1%-25.2pp | 69.5%-33.6pp | 67.9%-32.0pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.15%-0.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $345 | $1,505-77.1% | $2,413-85.7% | $2,596-86.7% |
| Participant deferral / active EE | $1,012 | $3,024-66.5% | $3,985-74.6% | $4,028-74.9% |
| Admin fee / account holder | $23 | $4,835-99.5% | $6,834-99.7% | $5,403-99.6% |