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.
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 | $7,934 | $98,776-92.0% | $149,745-94.7% | $79,856-90.1% |
| Participation rate | 57.9% | 75.8%-17.9pp | 82.5%-24.6pp | 69.6%-11.7pp |
| Annual return | 0.00% | 27.38%-27.4pp | 276.72%-276.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,966 | $5,681-30.2% | $6,843-42.1% | $3,741+6.0% |
| Admin fee / account holder | $27 | $6,053-99.6% | $9,312-99.7% | $5,306-99.5% |