Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,215 | $72,272-88.6% | $101,264-91.9% | $79,858-89.7% |
| Participation rate | 22.0% | 68.5%-46.5pp | 75.8%-53.9pp | 69.6%-47.7pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.48%-46.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $662 | $2,692-75.4% | $3,660-81.9% | $2,471-73.2% |
| Participant deferral / active EE | $1,044 | $3,282-68.2% | $4,370-76.1% | $3,740-72.1% |
| Admin fee / account holder | $63 | $4,401-98.6% | $5,947-98.9% | $5,306-98.8% |