Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,990 | $95,895-94.8% | $79,576-93.7% | $134,509-96.3% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | 0.00% | -2.72%+2.7pp | 0.15%-0.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $200 | $3,128-93.6% | $2,413-91.7% | $4,741-95.8% |
| Participant deferral / active EE | $1,472 | $4,693-68.6% | $3,985-63.1% | $6,400-77.0% |
| Admin fee / account holder | $8 | $9,129-99.9% | $6,834-99.9% | $11,427-99.9% |