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.
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 | $14,348 | $183,978-92.2% | $162,171-91.2% | $152,885-90.6% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 0.00% | 150.78%-150.8pp | 115.60%-115.6pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,303 | $6,370-79.5% | $5,613-76.8% | $4,763-72.6% |
| Participant deferral / active EE | $5,369 | $8,033-33.2% | $7,297-26.4% | $5,851-8.2% |
| Admin fee / account holder | $109 | $13,122-99.2% | $10,843-99.0% | $11,598-99.1% |