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.
Employer 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 | $1,020 | $104,650-99.0% | $83,854-98.8% | $155,188-99.3% |
| Participation rate | 57.9% | 65.1%-7.2pp | 59.1%-1.2pp | 80.8%-22.9pp |
| Annual return | 10.95% | 28.97%-18.0pp | 31.39%-20.4pp | 148.84%-137.9pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $401 | $2,367-83.0% | $2,035-80.3% | $6,531-93.9% |
| Admin fee / account holder | $82 | $3,518-97.7% | $3,197-97.4% | $14,480-99.4% |