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 | $7,235 | $167,503-95.7% | $151,627-95.2% | $134,493-94.6% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 418.01%-418.0pp |
| Employer contribution / active EE | $1,800 | $6,829-73.6% | $6,166-70.8% | $4,740-62.0% |
| Participant deferral / active EE | $1,800 | $8,985-80.0% | $8,363-78.5% | $6,400-71.9% |
| Admin fee / account holder | $2 | $13,777-100.0% | $11,612-100.0% | $11,425-100.0% |