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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,635 | $65,125-94.4% | $143,797-97.5% | $66,949-94.6% |
| Participation rate | 34.8% | 65.2%-30.4pp | 80.3%-45.6pp | 69.8%-35.1pp |
| Annual return | 0.00% | -11.13%+11.1pp | -0.04%0pp | 1.57%-1.6pp |
| Employer contribution / active EE | $161 | $2,362-93.2% | $4,952-96.8% | $2,545-93.7% |
| Participant deferral / active EE | $1,112 | $2,920-61.9% | $5,638-80.3% | $4,239-73.8% |
| Admin fee / account holder | $0 | $503-100.0% | $14,679-100.0% | $594-100.0% |