Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $1,968 | $39,898-95.1% | $121,220-98.4% | $55,725-96.5% |
| Participation rate | 54.5% | 61.2%-6.7pp | 71.8%-17.2pp | 70.9%-16.3pp |
| Annual return | 0.00% | -0.96%+1.0pp | 16.94%-16.9pp | 244.93%-244.9pp |
| Employer contribution / active EE | $398 | $1,295-69.3% | $4,023-90.1% | $2,078-80.8% |
| Participant deferral / active EE | $727 | $2,439-70.2% | $3,345-78.3% | $3,356-78.3% |
| Admin fee / account holder | $5 | $95-94.8% | $5,021-99.9% | $115-95.7% |