Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $2,419 | $56,287-95.7% | $80,977-97.0% | $62,881-96.2% |
| Participation rate | 66.0% | 68.9%-2.9pp | 75.8%-9.8pp | 69.3%-3.3pp |
| Annual return | 0.00% | 22.13%-22.1pp | 17.11%-17.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $502 | $1,943-74.2% | $3,715-86.5% | $2,281-78.0% |
| Participant deferral / active EE | $911 | $4,196-78.3% | $5,696-84.0% | $3,203-71.5% |
| Admin fee / account holder | $17 | $3,742-99.5% | $5,517-99.7% | $4,296-99.6% |