Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,687 | $43,075-91.4% | $74,577-95.1% | $62,881-94.1% |
| Participation rate | 32.5% | 58.1%-25.6pp | 68.1%-35.6pp | 69.3%-36.8pp |
| Annual return | 0.00% | 17.50%-17.5pp | 20.47%-20.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $190 | $1,498-87.3% | $2,525-92.5% | $2,281-91.7% |
| Participant deferral / active EE | $310 | $2,389-87.0% | $3,458-91.0% | $3,203-90.3% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |