Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $2,621 | $69,977-96.3% | $108,582-97.6% | $62,881-95.8% |
| Participation rate | 32.8% | 72.9%-40.1pp | 79.6%-46.8pp | 69.3%-36.5pp |
| Annual return | 0.00% | 10.73%-10.7pp | -51.70%+51.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,113 | $3,165-64.8% | $4,311-74.2% | $3,203-65.2% |
| Admin fee / account holder | $276 | $5,076-94.6% | $7,645-96.4% | $4,296-93.6% |