Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $1,569 | $56,287-97.2% | $80,977-98.1% | $62,881-97.5% |
| Participation rate | 55.6% | 68.9%-13.4pp | 75.8%-20.3pp | 69.3%-13.7pp |
| Annual return | 0.00% | 22.13%-22.1pp | 17.11%-17.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $849 | $4,196-79.8% | $5,696-85.1% | $3,203-73.5% |
| Admin fee / account holder | $20 | $3,742-99.5% | $5,517-99.6% | $4,296-99.5% |