Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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.
Employer 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 | $14,867 | $107,809-86.2% | $90,657-83.6% | $135,380-89.0% |
| Participation rate | 11.1% | 78.0%-66.9pp | 74.0%-62.9pp | 82.6%-71.5pp |
| Annual return | -5.46% | -0.90%-4.6pp | 1.89%-7.3pp | 519.81%-525.3pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,164 | $3,872-69.9% | $3,424-66.0% | $5,609-79.3% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |