Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $4,483 | $95,406-95.3% | $185,849-97.6% | $85,847-94.8% |
| Participation rate | 29.4% | 68.8%-39.4pp | 81.7%-52.3pp | 69.3%-39.9pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.10%-122.1pp | 318.61%-318.6pp |
| Employer contribution / active EE | $622 | $3,314-81.2% | $5,169-88.0% | $2,565-75.7% |
| Participant deferral / active EE | $762 | $3,424-77.8% | $5,569-86.3% | $3,952-80.7% |
| Admin fee / account holder | $14 | $7,214-99.8% | $16,244-99.9% | $6,261-99.8% |