Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $4,106 | $211,946-98.1% | $169,452-97.6% | $135,380-97.0% |
| Participation rate | 56.5% | 82.6%-26.1pp | 77.8%-21.3pp | 82.6%-26.1pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $375 | $5,117-92.7% | $4,157-91.0% | $4,779-92.2% |
| Participant deferral / active EE | $2,058 | $6,075-66.1% | $5,277-61.0% | $5,609-63.3% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |