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.
Participant 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 | $4,392 | $42,909-89.8% | $60,906-92.8% | $68,486-93.6% |
| Participation rate | 28.8% | 66.8%-38.0pp | 73.1%-44.3pp | 67.9%-39.1pp |
| Annual return | 0.00% | -13.99%+14.0pp | 16.94%-16.9pp | -7.85%+7.9pp |
| Employer contribution / active EE | $505 | $1,979-74.5% | $2,703-81.3% | $2,597-80.5% |
| Participant deferral / active EE | $842 | $2,866-70.6% | $3,814-77.9% | $4,028-79.1% |
| Admin fee / account holder | $23 | $3,104-99.3% | $3,227-99.3% | $5,404-99.6% |