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.
Employer 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 | $6,567 | $138,076-95.2% | $123,553-94.7% | $135,380-95.1% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $586 | $5,152-88.6% | $4,628-87.3% | $4,779-87.7% |
| Participant deferral / active EE | $3,685 | $6,800-45.8% | $6,426-42.7% | $5,609-34.3% |
| Admin fee / account holder | $5 | $10,917-100.0% | $9,284-99.9% | $10,828-100.0% |