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 | $2,143 | $89,370-97.6% | $141,197-98.5% | $72,976-97.1% |
| Participation rate | 69.6% | 75.1%-5.6pp | 82.5%-12.9pp | 69.5%+0.1pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,375 | $3,115-55.9% | $4,736-71.0% | $2,440-43.7% |
| Participant deferral / active EE | $525 | $5,419-90.3% | $6,710-92.2% | $3,608-85.4% |
| Admin fee / account holder | $139 | $5,957-97.7% | $10,265-98.6% | $5,124-97.3% |