Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,060 | $217,392-94.9% | $185,818-94.0% | $167,497-93.4% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 0.00% | 148.37%-148.4pp | 122.06%-122.1pp | 478.62%-478.6pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $7,063 | $6,357+11.1% | $5,568+26.9% | $6,341+11.4% |
| Admin fee / account holder | $241 | $19,813-98.8% | $16,239-98.5% | $12,310-98.0% |