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 | $3,942 | $79,633-95.0% | $93,786-95.8% | $68,490-94.2% |
| Participation rate | 65.7% | 75.4%-9.7pp | 81.0%-15.3pp | 67.9%-2.2pp |
| Annual return | 0.00% | -0.10%+0.1pp | -11.32%+11.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,141 | $3,665-68.9% | $4,328-73.6% | $2,597-56.1% |
| Participant deferral / active EE | $1,364 | $5,158-73.6% | $6,100-77.6% | $4,028-66.1% |
| Admin fee / account holder | $5 | $6,871-99.9% | $7,184-99.9% | $5,403-99.9% |