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.
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 | $3,367 | $47,944-93.0% | $67,834-95.0% | $62,881-94.6% |
| Participation rate | 34.1% | 61.1%-26.9pp | 68.8%-34.7pp | 69.3%-35.2pp |
| Annual return | 0.00% | 11.77%-11.8pp | 138.47%-138.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $431 | $1,562-72.4% | $2,403-82.1% | $2,281-81.1% |
| Participant deferral / active EE | $701 | $2,247-68.8% | $3,160-77.8% | $3,203-78.1% |
| Admin fee / account holder | $1 | $3,712-100.0% | $4,622-100.0% | $4,296-100.0% |