Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $2,018 | $50,947-96.0% | $74,551-97.3% | $64,173-96.9% |
| Participation rate | 52.0% | 61.1%-9.1pp | 69.1%-17.1pp | 69.6%-17.6pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $410 | $1,115-63.2% | $1,961-79.1% | $2,381-82.8% |
| Participant deferral / active EE | $753 | $2,302-67.3% | $3,108-75.8% | $3,470-78.3% |
| Admin fee / account holder | $0 | $4,221-100.0% | $5,059-100.0% | $4,887-100.0% |