Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,307 | $70,486-89.6% | $100,528-92.7% | $79,852-90.8% |
| Participation rate | 61.5% | 73.6%-12.1pp | 79.4%-17.9pp | 69.6%-8.1pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.90%-30.9pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,389 | $5,182+4.0% | $6,271-14.1% | $3,740+44.1% |
| Admin fee / account holder | $0 | $4,480-100.0% | $8,084-100.0% | $5,306-100.0% |