Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,248 | $77,908-94.5% | $149,696-97.2% | $75,173-94.3% |
| Participation rate | 28.0% | 65.6%-37.6pp | 78.8%-50.8pp | 67.2%-39.2pp |
| Annual return | 0.00% | 31.73%-31.7pp | 134.46%-134.5pp | 160.72%-160.7pp |
| Employer contribution / active EE | $203 | $3,138-93.5% | $4,821-95.8% | $2,671-92.4% |
| Participant deferral / active EE | $1,128 | $3,411-66.9% | $5,682-80.2% | $4,126-72.7% |
| Admin fee / account holder | $3 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |