Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,938 | $82,288-95.2% | $68,790-94.3% | $134,493-97.1% |
| Participation rate | 42.1% | 75.1%-33.0pp | 69.0%-26.9pp | 81.2%-39.1pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 418.01%-418.0pp |
| Employer contribution / active EE | $283 | $3,301-91.4% | $2,655-89.3% | $4,740-94.0% |
| Participant deferral / active EE | $1,587 | $4,738-66.5% | $3,941-59.7% | $6,400-75.2% |
| Admin fee / account holder | $3 | $6,482-100.0% | $4,934-99.9% | $11,425-100.0% |