Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,739 | $75,832-89.8% | $147,617-94.8% | $59,633-87.0% |
| Participation rate | 28.2% | 71.6%-43.4pp | 84.6%-56.5pp | 68.7%-40.5pp |
| Annual return | -0.69% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $951 | $3,131-69.6% | $4,895-80.6% | $3,192-70.2% |
| Admin fee / account holder | $252 | $5,986-95.8% | $11,612-97.8% | $4,297-94.1% |