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 | $4,729 | $53,162-91.1% | $91,225-94.8% | $68,495-93.1% |
| Participation rate | 48.1% | 63.2%-15.1pp | 73.2%-25.1pp | 67.9%-19.8pp |
| Annual return | -19.51% | -3.14%-16.4pp | 114.10%-133.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $657 | $1,709-61.6% | $2,851-77.0% | $2,596-74.7% |
| Participant deferral / active EE | $855 | $2,974-71.3% | $4,234-79.8% | $4,028-78.8% |
| Admin fee / account holder | $203 | $4,493-95.5% | $5,422-96.3% | $5,403-96.2% |