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 | $5,796 | $59,813-90.3% | $79,580-92.7% | $68,486-91.5% |
| Participation rate | 4.9% | 61.1%-56.1pp | 69.5%-64.6pp | 67.9%-63.0pp |
| Annual return | -17.66% | -12.30%-5.4pp | 0.15%-17.8pp | -7.85%-9.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $107 | $3,024-96.5% | $3,985-97.3% | $4,028-97.4% |
| Admin fee / account holder | $26 | $4,835-99.5% | $6,835-99.6% | $5,404-99.5% |