Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,950 | $97,732-88.8% | $83,831-86.9% | $135,380-91.9% |
| Participation rate | 40.0% | 80.0%-40.0pp | 76.1%-36.1pp | 82.6%-42.6pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $606 | $4,222-85.7% | $3,631-83.3% | $4,779-87.3% |
| Participant deferral / active EE | $4,017 | $4,683-14.2% | $4,082-1.6% | $5,609-28.4% |
| Admin fee / account holder | $5 | $6,675-99.9% | $5,479-99.9% | $10,828-100.0% |