Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,329 | $56,339-94.1% | $104,301-96.8% | $68,486-95.1% |
| Participation rate | 45.8% | 63.3%-17.4pp | 73.3%-27.4pp | 67.9%-22.1pp |
| Annual return | 0.00% | -9.19%+9.2pp | 24.61%-24.6pp | -7.85%+7.9pp |
| Employer contribution / active EE | $435 | $1,960-77.8% | $3,373-87.1% | $2,597-83.3% |
| Participant deferral / active EE | $1,495 | $3,077-51.4% | $4,626-67.7% | $4,028-62.9% |
| Admin fee / account holder | $32 | $4,902-99.4% | $7,340-99.6% | $5,404-99.4% |