Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $6,566 | $57,352-88.6% | $83,830-92.2% | $64,173-89.8% |
| Participation rate | 50.0% | 68.6%-18.6pp | 76.1%-26.1pp | 69.6%-19.6pp |
| Annual return | -5.36% | 11.38%-16.7pp | 850.97%-856.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $993 | $2,993-66.8% | $4,082-75.7% | $3,470-71.4% |
| Admin fee / account holder | $148 | $4,046-96.3% | $5,479-97.3% | $4,887-97.0% |