Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $15,418 | $129,959-88.1% | $104,301-85.2% | $134,532-88.5% |
| Participation rate | 30.0% | 79.5%-49.5pp | 73.3%-43.3pp | 81.2%-51.2pp |
| Annual return | -19.82% | 42.04%-61.9pp | 24.61%-44.4pp | 418.27%-438.1pp |
| Employer contribution / active EE | $888 | $4,185-78.8% | $3,373-73.7% | $4,741-81.3% |
| Participant deferral / active EE | $677 | $5,589-87.9% | $4,626-85.4% | $6,401-89.4% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,429-100.0% |