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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,293 | $33,914-90.3% | $63,412-94.8% | $52,331-93.7% |
| Participation rate | 33.2% | 59.6%-26.4pp | 67.1%-33.9pp | 68.1%-34.9pp |
| Annual return | 0.84% | 3.22%-2.4pp | 4.04%-3.2pp | 4.54%-3.7pp |
| Employer contribution / active EE | $0 | $1,121-100.0% | $1,814-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $200 | $1,733-88.5% | $2,496-92.0% | $3,022-93.4% |
| Admin fee / account holder | $0 | $353-100.0% | $3,753-100.0% | $592-100.0% |