Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $2,761 | $72,492-96.2% | $87,104-96.8% | $72,975-96.2% |
| Participation rate | 51.1% | 72.8%-21.7pp | 76.9%-25.8pp | 69.5%-18.4pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.01%-81.0pp |
| Employer contribution / active EE | $527 | $1,894-72.2% | $2,521-79.1% | $2,440-78.4% |
| Participant deferral / active EE | $930 | $3,270-71.6% | $4,048-77.0% | $3,608-74.2% |
| Admin fee / account holder | $43 | $5,055-99.1% | $7,491-99.4% | $5,124-99.2% |