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 | $6,686 | $98,760-93.2% | $149,715-95.5% | $79,858-91.6% |
| Participation rate | 65.8% | 75.8%-10.0pp | 82.5%-16.7pp | 69.6%-3.8pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.66%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,788 | $3,217-44.4% | $4,645-61.5% | $2,471-27.6% |
| Participant deferral / active EE | $2,315 | $5,681-59.2% | $6,842-66.2% | $3,740-38.1% |
| Admin fee / account holder | $98 | $6,053-98.4% | $9,310-98.9% | $5,306-98.2% |