Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $3,343 | $73,019-95.4% | $90,766-96.3% | $68,490-95.1% |
| Participation rate | 65.6% | 70.8%-5.2pp | 75.7%-10.1pp | 67.9%-2.3pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $740 | $2,193-66.3% | $2,922-74.7% | $2,597-71.5% |
| Participant deferral / active EE | $1,473 | $3,626-59.4% | $4,565-67.7% | $4,028-63.4% |
| Admin fee / account holder | $55 | $5,897-99.1% | $8,446-99.3% | $5,403-99.0% |