Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $967 | $58,523-98.3% | $99,479-99.0% | $72,976-98.7% |
| Participation rate | 27.2% | 64.6%-37.5pp | 73.8%-46.7pp | 69.5%-42.3pp |
| Annual return | 0.00% | 28.51%-28.5pp | 30.72%-30.7pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $255 | $2,606-90.2% | $3,619-92.9% | $3,608-92.9% |
| Admin fee / account holder | $16 | $4,102-99.6% | $6,253-99.7% | $5,124-99.7% |