Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $4,989 | $115,911-95.7% | $100,530-95.0% | $158,950-96.9% |
| Participation rate | 40.0% | 81.6%-41.6pp | 79.4%-39.4pp | 82.0%-42.0pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.89%-30.9pp | 302.91%-302.9pp |
| Employer contribution / active EE | $667 | $4,104-83.7% | $3,418-80.5% | $4,762-86.0% |
| Participant deferral / active EE | $1,000 | $6,676-85.0% | $6,271-84.1% | $5,983-83.3% |
| Admin fee / account holder | $0 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |