Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $4,576 | $112,933-95.9% | $90,970-95.0% | $158,982-97.1% |
| Participation rate | 62.5% | 74.7%-12.2pp | 69.0%-6.5pp | 82.0%-19.5pp |
| Annual return | 0.00% | 215.82%-215.8pp | 134.60%-134.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $260 | $2,893-91.0% | $2,122-87.8% | $4,763-94.5% |
| Participant deferral / active EE | $2,585 | $4,128-37.4% | $3,373-23.3% | $5,983-56.8% |
| Admin fee / account holder | $13 | $8,047-99.8% | $5,961-99.8% | $11,252-99.9% |