Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $6,531 | $91,911-92.9% | $68,612-90.5% | $135,379-95.2% |
| Participation rate | 58.3% | 76.7%-18.4pp | 72.2%-13.9pp | 82.6%-24.3pp |
| Annual return | -9.27% | -8.22%-1.0pp | -4.63%-4.6pp | 519.79%-529.1pp |
| Employer contribution / active EE | $410 | $3,924-89.6% | $2,625-84.4% | $4,779-91.4% |
| Participant deferral / active EE | $555 | $4,315-87.1% | $3,311-83.2% | $5,609-90.1% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,828-100.0% |