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 | $3,840 | $32,117-88.0% | $71,086-94.6% | $64,173-94.0% |
| Participation rate | 11.1% | 42.7%-31.6pp | 54.7%-43.5pp | 69.6%-58.5pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $34 | $712-95.2% | $1,088-96.9% | $2,381-98.6% |
| Participant deferral / active EE | $393 | $1,263-68.8% | $1,874-79.0% | $3,470-88.7% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,887-100.0% |