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 | $4,522 | $57,352-92.1% | $83,831-94.6% | $64,173-93.0% |
| Participation rate | 39.4% | 68.6%-29.2pp | 76.1%-36.8pp | 69.6%-30.2pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $455 | $2,546-82.1% | $3,631-87.5% | $2,381-80.9% |
| Participant deferral / active EE | $1,807 | $2,993-39.6% | $4,082-55.7% | $3,470-47.9% |
| Admin fee / account holder | $48 | $4,046-98.8% | $5,479-99.1% | $4,887-99.0% |