Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,100 | $149,333-95.2% | $106,387-93.3% | $135,380-94.8% |
| Participation rate | 50.0% | 81.5%-31.5pp | 77.5%-27.5pp | 82.6%-32.6pp |
| Annual return | 0.00% | 0.52%-0.5pp | 0.25%-0.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $640 | $4,984-87.2% | $3,520-81.8% | $4,779-86.6% |
| Participant deferral / active EE | $3,116 | $7,230-56.9% | $5,421-42.5% | $5,609-44.4% |
| Admin fee / account holder | $14 | $15,952-99.9% | $7,510-99.8% | $10,828-99.9% |