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.
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 | $10,796 | $100,805-89.3% | $86,698-87.5% | $134,532-92.0% |
| Participation rate | 42.9% | 79.0%-36.1pp | 76.6%-33.7pp | 81.2%-38.4pp |
| Annual return | 0.00% | 29.09%-29.1pp | 35.95%-35.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $491 | $3,490-85.9% | $2,837-82.7% | $4,741-89.6% |
| Participant deferral / active EE | $4,131 | $5,339-22.6% | $4,656-11.3% | $6,401-35.5% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |