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 | $6,990 | $69,518-89.9% | $59,887-88.3% | $135,379-94.8% |
| Participation rate | 35.0% | 77.8%-42.8pp | 74.7%-39.7pp | 82.6%-47.6pp |
| Annual return | 0.00% | 7.95%-7.9pp | 3.46%-3.5pp | 519.79%-519.8pp |
| Employer contribution / active EE | $163 | $3,235-95.0% | $2,722-94.0% | $4,779-96.6% |
| Participant deferral / active EE | $748 | $4,204-82.2% | $3,402-78.0% | $5,609-86.7% |
| Admin fee / account holder | $66 | $5,734-98.8% | $3,591-98.2% | $10,828-99.4% |