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.
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 | $6,634 | $158,852-95.8% | $121,220-94.5% | $135,380-95.1% |
| Participation rate | 42.9% | 79.3%-36.5pp | 71.8%-28.9pp | 82.6%-39.8pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.94%-16.9pp | 519.81%-519.8pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,803 | $4,006-5.1% | $3,345+13.7% | $5,609-32.2% |
| Admin fee / account holder | $2 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |