Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,797 | $76,371-92.4% | $93,621-93.8% | $72,975-92.1% |
| Participation rate | 23.7% | 71.8%-48.0pp | 75.8%-52.1pp | 69.5%-45.8pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $581 | $2,276-74.5% | $2,719-78.6% | $2,440-76.2% |
| Participant deferral / active EE | $796 | $3,538-77.5% | $4,070-80.4% | $3,608-77.9% |
| Admin fee / account holder | $110 | $6,839-98.4% | $7,890-98.6% | $5,124-97.9% |