Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $3,970 | $53,774-92.6% | $134,162-97.0% | $79,856-95.0% |
| Participation rate | 25.6% | 58.8%-33.1pp | 72.2%-46.5pp | 69.6%-44.0pp |
| Annual return | 0.00% | 19.01%-19.0pp | 36.35%-36.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $316 | $1,322-76.1% | $3,705-91.5% | $2,471-87.2% |
| Participant deferral / active EE | $715 | $2,420-70.5% | $3,500-79.6% | $3,741-80.9% |
| Admin fee / account holder | $0 | $3,985-100.0% | $6,685-100.0% | $5,306-100.0% |