Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,199 | $50,947-74.1% | $74,551-82.3% | $64,173-79.4% |
| Participation rate | 13.3% | 61.1%-47.7pp | 69.1%-55.8pp | 69.6%-56.2pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $233 | $2,302-89.9% | $3,108-92.5% | $3,470-93.3% |
| Admin fee / account holder | $9 | $4,221-99.8% | $5,059-99.8% | $4,887-99.8% |