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 | $19,567 | $56,199-65.2% | $67,652-71.1% | $59,632-67.2% |
| Participation rate | 48.6% | 71.5%-22.9pp | 75.7%-27.1pp | 68.7%-20.1pp |
| Annual return | -1.96% | 18505.31%-18507.3pp | 6625.04%-6627.0pp | 2041.32%-2043.3pp |
| Employer contribution / active EE | $355 | $1,614-78.0% | $2,266-84.3% | $2,203-83.9% |
| Participant deferral / active EE | $998 | $2,844-64.9% | $3,560-72.0% | $3,192-68.7% |
| Admin fee / account holder | $177 | $3,958-95.5% | $4,821-96.3% | $4,297-95.9% |