Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,851 | $52,293-86.9% | $178,499-96.2% | $73,412-90.7% |
| Participation rate | 28.2% | 65.3%-37.2pp | 81.9%-53.8pp | 72.2%-44.0pp |
| Annual return | 0.00% | 34.75%-34.7pp | 151.10%-151.1pp | 59.30%-59.3pp |
| Employer contribution / active EE | $1 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,243 | $2,332-46.7% | $5,202-76.1% | $3,806-67.3% |
| Admin fee / account holder | $18 | $127-85.6% | $13,986-99.9% | $158-88.4% |