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.
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 | $17,528 | $88,707-80.2% | $74,184-76.4% | $273,972-93.6% |
| Participation rate | 11.1% | 79.4%-68.3pp | 76.6%-65.5pp | 83.0%-71.9pp |
| Annual return | 0.00% | 11.94%-11.9pp | 17.74%-17.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $325 | $3,159-89.7% | $2,370-86.3% | $4,869-93.3% |
| Participant deferral / active EE | $1,617 | $4,212-61.6% | $3,550-54.5% | $5,287-69.4% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |