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 | $3,808 | $77,816-95.1% | $123,549-96.9% | $64,181-94.1% |
| Participation rate | 53.1% | 74.7%-21.6pp | 82.3%-29.2pp | 69.6%-16.4pp |
| Annual return | 0.00% | 12.49%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $661 | $3,014-78.1% | $4,628-85.7% | $2,381-72.2% |
| Participant deferral / active EE | $1,745 | $5,240-66.7% | $6,426-72.8% | $3,470-49.7% |
| Admin fee / account holder | $5 | $5,519-99.9% | $9,284-99.9% | $4,887-99.9% |