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.
Participant 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 | $2,763 | $42,909-93.6% | $60,906-95.5% | $68,486-96.0% |
| Participation rate | 35.0% | 66.8%-31.8pp | 73.1%-38.1pp | 67.9%-32.9pp |
| Annual return | 0.00% | -13.99%+14.0pp | 16.94%-16.9pp | -7.85%+7.9pp |
| Employer contribution / active EE | $580 | $1,979-70.7% | $2,703-78.5% | $2,597-77.7% |
| Participant deferral / active EE | $589 | $2,866-79.4% | $3,814-84.6% | $4,028-85.4% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,227-100.0% | $5,404-100.0% |