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 | $3,321 | $65,364-94.9% | $92,909-96.4% | $72,975-95.4% |
| Participation rate | 66.1% | 68.3%-2.2pp | 76.0%-9.9pp | 69.5%-3.4pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.44%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $538 | $2,594-79.2% | $3,653-85.3% | $2,440-77.9% |
| Participant deferral / active EE | $1,622 | $3,128-48.1% | $4,238-61.7% | $3,608-55.0% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |