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 | $12,395 | $44,850-72.4% | $60,547-79.5% | $59,633-79.2% |
| Participation rate | 33.3% | 59.5%-26.1pp | 68.0%-34.6pp | 68.7%-35.3pp |
| Annual return | 0.00% | 1074.14%-1074.1pp | 335.64%-335.6pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $218 | $1,462-85.1% | $2,419-91.0% | $2,203-90.1% |
| Participant deferral / active EE | $305 | $2,230-86.3% | $3,328-90.8% | $3,192-90.5% |
| Admin fee / account holder | $16 | $3,635-99.6% | $4,536-99.7% | $4,297-99.6% |