Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $3,961 | $91,167-95.7% | $178,498-97.8% | $79,858-95.0% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.09%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $561 | $3,255-82.8% | $5,011-88.8% | $2,471-77.3% |
| Participant deferral / active EE | $691 | $3,236-78.6% | $5,202-86.7% | $3,740-81.5% |
| Admin fee / account holder | $19 | $6,747-99.7% | $13,985-99.9% | $5,306-99.6% |