Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $9,061 | $52,306-82.7% | $69,779-87.0% | $62,881-85.6% |
| Participation rate | 8.3% | 67.2%-58.9pp | 71.8%-63.5pp | 69.3%-61.0pp |
| Annual return | 0.00% | 13.35%-13.4pp | 12.99%-13.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $377 | $1,799-79.1% | $2,338-83.9% | $2,281-83.5% |
| Participant deferral / active EE | $377 | $2,395-84.3% | $2,931-87.1% | $3,203-88.2% |
| Admin fee / account holder | $29 | $3,691-99.2% | $4,381-99.3% | $4,296-99.3% |