Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,485 | $85,790-87.8% | $67,313-84.4% | $135,379-92.3% |
| Participation rate | 63.2% | 76.5%-13.3pp | 69.1%-5.9pp | 82.6%-19.5pp |
| Annual return | 0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.79%-519.8pp |
| Employer contribution / active EE | $5,751 | $3,487+64.9% | $2,566+124.1% | $4,779+20.3% |
| Participant deferral / active EE | $764 | $4,651-83.6% | $3,568-78.6% | $5,609-86.4% |
| Admin fee / account holder | $12 | $6,392-99.8% | $4,507-99.7% | $10,828-99.9% |