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.
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 | $3,662 | $65,027-94.4% | $90,970-96.0% | $79,852-95.4% |
| Participation rate | 61.4% | 61.6%-0.2pp | 69.0%-7.6pp | 69.6%-8.2pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.58%-134.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,183 | $2,512-13.1% | $3,373-35.3% | $3,740-41.6% |
| Admin fee / account holder | $8 | $4,535-99.8% | $5,960-99.9% | $5,306-99.9% |