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 | $8,743 | $95,188-90.8% | $76,518-88.6% | $135,380-93.5% |
| Participation rate | 16.7% | 74.4%-57.7pp | 68.0%-51.3pp | 82.6%-66.0pp |
| Annual return | -9.83% | 4.85%-14.7pp | -0.27%-9.6pp | 519.81%-529.6pp |
| Employer contribution / active EE | $329 | $3,303-90.0% | $2,647-87.6% | $4,779-93.1% |
| Participant deferral / active EE | $395 | $4,640-91.5% | $3,836-89.7% | $5,609-93.0% |
| Admin fee / account holder | $57 | $6,249-99.1% | $4,849-98.8% | $10,828-99.5% |