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.
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 | $13,268 | $98,240-86.5% | $82,312-83.9% | $147,586-91.0% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 0.00% | 30.85%-30.9pp | 25.88%-25.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $6 | $3,192-99.8% | $2,428-99.7% | $4,876-99.9% |
| Participant deferral / active EE | $8,558 | $4,383+95.2% | $3,706+130.9% | $5,439+57.3% |
| Admin fee / account holder | $139 | $8,563-98.4% | $5,608-97.5% | $10,886-98.7% |