Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,199 | $71,872-94.2% | $86,691-95.2% | $68,495-93.9% |
| Participation rate | 59.4% | 72.2%-12.9pp | 76.6%-17.2pp | 67.9%-8.5pp |
| Annual return | 0.00% | 3.53%-3.5pp | 35.94%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $988 | $2,173-54.5% | $2,837-65.2% | $2,596-62.0% |
| Participant deferral / active EE | $1,588 | $3,779-58.0% | $4,656-65.9% | $4,028-60.6% |
| Admin fee / account holder | $0 | $6,112-100.0% | $7,492-100.0% | $5,403-100.0% |