Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,112 | $45,872-95.4% | $77,081-97.3% | $68,495-96.9% |
| Participation rate | 56.0% | 55.9%+0.1pp | 67.9%-11.9pp | 67.9%-11.9pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.33%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $228 | $1,650-86.2% | $2,813-91.9% | $2,596-91.2% |
| Participant deferral / active EE | $1,078 | $2,963-63.6% | $4,428-75.7% | $4,028-73.2% |
| Admin fee / account holder | $47 | $3,041-98.4% | $5,427-99.1% | $5,403-99.1% |