Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,565 | $93,589-87.6% | $135,942-91.5% | $75,181-84.6% |
| Participation rate | 30.9% | 75.2%-44.3pp | 81.9%-51.0pp | 67.2%-36.3pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.28%-68.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $947 | $3,537-73.2% | $4,858-80.5% | $2,671-64.6% |
| Participant deferral / active EE | $2,117 | $6,405-66.9% | $7,759-72.7% | $4,126-48.7% |
| Admin fee / account holder | $27 | $6,977-99.6% | $10,764-99.7% | $5,650-99.5% |