Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $5,665 | $65,696-91.4% | $56,429-90.0% | $147,585-96.2% |
| Participation rate | 66.7% | 85.5%-18.9pp | 80.0%-13.4pp | 82.8%-16.2pp |
| Annual return | 0.00% | 13.32%-13.3pp | 19.04%-19.0pp | 578.58%-578.6pp |
| Employer contribution / active EE | $1,200 | $4,121-70.9% | $3,405-64.8% | $4,876-75.4% |
| Participant deferral / active EE | $2,400 | $4,876-50.8% | $3,951-39.3% | $5,439-55.9% |
| Admin fee / account holder | $0 | $5,947-100.0% | $4,466-100.0% | $10,886-100.0% |