Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,750 | $142,361-87.5% | $119,608-85.2% | $134,509-86.8% |
| Participation rate | 40.0% | 82.8%-42.8pp | 79.3%-39.3pp | 81.2%-41.2pp |
| Annual return | -15.70% | -12.46%-3.2pp | -14.98%-0.7pp | 418.13%-433.8pp |
| Employer contribution / active EE | $931 | $5,224-82.2% | $4,232-78.0% | $4,741-80.4% |
| Participant deferral / active EE | $2,075 | $6,468-67.9% | $5,601-62.9% | $6,400-67.6% |
| Admin fee / account holder | $94 | $13,588-99.3% | $10,326-99.1% | $11,427-99.2% |