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 | $7,891 | $176,105-95.5% | $159,474-95.1% | $167,536-95.3% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $881 | $5,299-83.4% | $4,831-81.8% | $4,839-81.8% |
| Participant deferral / active EE | $2,935 | $7,751-62.1% | $7,353-60.1% | $6,342-53.7% |
| Admin fee / account holder | $15 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |