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 | $4,884 | $45,872-89.4% | $77,096-93.7% | $68,486-92.9% |
| Participation rate | 34.7% | 55.9%-21.2pp | 67.9%-33.2pp | 67.9%-33.2pp |
| Annual return | -19.09% | 1.73%-20.8pp | 42.35%-61.4pp | -7.85%-11.2pp |
| Employer contribution / active EE | $403 | $1,650-75.6% | $2,814-85.7% | $2,597-84.5% |
| Participant deferral / active EE | $642 | $2,963-78.3% | $4,429-85.5% | $4,028-84.1% |
| Admin fee / account holder | $292 | $3,041-90.4% | $5,428-94.6% | $5,404-94.6% |