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.
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 | $5,047 | $82,288-93.9% | $68,794-92.7% | $134,509-96.2% |
| Participation rate | 57.1% | 75.1%-17.9pp | 69.0%-11.9pp | 81.2%-24.1pp |
| Annual return | -18.88% | -2.19%-16.7pp | -6.37%-12.5pp | 418.13%-437.0pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,280 | $4,738-73.0% | $3,941-67.5% | $6,400-80.0% |
| Admin fee / account holder | $230 | $6,482-96.4% | $4,934-95.3% | $11,427-98.0% |