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 | $10,695 | $167,362-93.6% | $143,799-92.6% | $134,532-92.1% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $595 | $5,620-89.4% | $4,952-88.0% | $4,741-87.5% |
| Participant deferral / active EE | $2,917 | $6,447-54.8% | $5,638-48.3% | $6,401-54.4% |
| Admin fee / account holder | $17 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |