Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $2,355 | $72,177-96.7% | $115,038-98.0% | $59,633-96.1% |
| Participation rate | 33.3% | 72.6%-39.2pp | 81.4%-48.0pp | 68.7%-35.3pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $563 | $2,841-80.2% | $4,608-87.8% | $2,203-74.4% |
| Participant deferral / active EE | $856 | $4,783-82.1% | $6,026-85.8% | $3,192-73.2% |
| Admin fee / account holder | $27 | $4,927-99.5% | $8,175-99.7% | $4,297-99.4% |