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.
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 | $9,480 | $91,037-89.6% | $71,671-86.8% | $147,585-93.6% |
| Participation rate | 38.5% | 76.1%-37.7pp | 68.7%-30.3pp | 82.8%-44.4pp |
| Annual return | 0.00% | 20.48%-20.5pp | 20.65%-20.6pp | 578.58%-578.6pp |
| Employer contribution / active EE | $656 | $3,327-80.3% | $2,460-73.3% | $4,876-86.5% |
| Participant deferral / active EE | $691 | $4,498-84.6% | $3,438-79.9% | $5,439-87.3% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |