Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $4,885 | $124,351-96.1% | $109,188-95.5% | $167,553-97.1% |
| Participation rate | 31.6% | 79.4%-47.9pp | 75.9%-44.3pp | 82.1%-50.5pp |
| Annual return | 14.67% | 26.04%-11.4pp | 25.76%-11.1pp | 478.89%-464.2pp |
| Employer contribution / active EE | $110 | $4,210-97.4% | $3,723-97.0% | $4,840-97.7% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $126 | $7,975-98.4% | $6,755-98.1% | $12,316-99.0% |