Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,737 | $91,537-86.1% | $130,045-90.2% | $75,173-83.1% |
| Participation rate | 27.3% | 71.5%-44.2pp | 78.5%-51.2pp | 67.2%-39.9pp |
| Annual return | 0.00% | -631.55%+631.5pp | -137.30%+137.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $472 | $2,845-83.4% | $4,321-89.1% | $2,671-82.3% |
| Participant deferral / active EE | $2,767 | $4,343-36.3% | $5,820-52.5% | $4,126-33.0% |
| Admin fee / account holder | $14 | $6,780-99.8% | $10,600-99.9% | $5,651-99.8% |