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 | $5,936 | $55,713-89.3% | $75,901-92.2% | $72,975-91.9% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.3%-19.3pp | 69.5%-19.5pp |
| Annual return | 0.00% | 27.60%-27.6pp | 30.76%-30.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $490 | $1,687-70.9% | $2,501-80.4% | $2,440-79.9% |
| Participant deferral / active EE | $630 | $2,634-76.1% | $3,603-82.5% | $3,608-82.5% |
| Admin fee / account holder | $14 | $3,980-99.6% | $5,420-99.7% | $5,124-99.7% |