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 | $3,953 | $62,583-93.7% | $76,767-94.9% | $64,173-93.8% |
| Participation rate | 34.4% | 72.8%-38.4pp | 77.0%-42.6pp | 69.6%-35.2pp |
| Annual return | -6.39% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $521 | $3,145-83.4% | $3,852-86.5% | $3,470-85.0% |
| Admin fee / account holder | $37 | $4,667-99.2% | $6,675-99.4% | $4,887-99.2% |