Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $2,164 | $52,678-95.9% | $75,784-97.1% | $59,633-96.4% |
| Participation rate | 44.7% | 67.2%-22.5pp | 75.8%-31.1pp | 68.7%-24.0pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $392 | $2,193-82.1% | $3,323-88.2% | $2,203-82.2% |
| Participant deferral / active EE | $580 | $2,591-77.6% | $3,652-84.1% | $3,192-81.8% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |