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 | $1,749 | $48,364-96.4% | $71,796-97.6% | $62,881-97.2% |
| Participation rate | 69.5% | 60.6%+8.9pp | 69.1%+0.4pp | 69.3%+0.2pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $530 | $1,042-49.1% | $1,924-72.5% | $2,281-76.8% |
| Participant deferral / active EE | $745 | $2,091-64.4% | $2,794-73.4% | $3,203-76.8% |
| Admin fee / account holder | $22 | $3,771-99.4% | $4,815-99.5% | $4,296-99.5% |