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 | $3,210 | $167,522-98.1% | $151,639-97.9% | $134,532-97.6% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,819 | $6,828-73.4% | $6,165-70.5% | $4,741-61.6% |
| Participant deferral / active EE | $2,295 | $8,986-74.5% | $8,363-72.6% | $6,401-64.1% |
| Admin fee / account holder | $68 | $13,780-99.5% | $11,613-99.4% | $11,429-99.4% |