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.
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 | $20,651 | $167,533-87.7% | $151,645-86.4% | $134,545-84.7% |
| Participation rate | 23.5% | 88.4%-64.8pp | 87.5%-64.0pp | 81.2%-57.7pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,565 | $8,985-71.5% | $8,363-69.3% | $6,401-59.9% |
| Admin fee / account holder | $158 | $13,781-98.9% | $11,614-98.6% | $11,431-98.6% |