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.
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 | $2,315 | $52,580-95.6% | $71,671-96.8% | $70,124-96.7% |
| Participation rate | 50.0% | 60.9%-10.9pp | 68.7%-18.7pp | 69.5%-19.5pp |
| Annual return | 0.00% | 20.25%-20.3pp | 20.65%-20.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $275 | $1,616-83.0% | $2,460-88.8% | $2,342-88.3% |
| Participant deferral / active EE | $791 | $2,386-66.9% | $3,438-77.0% | $3,332-76.3% |
| Admin fee / account holder | $99 | $3,653-97.3% | $5,558-98.2% | $4,645-97.9% |