Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,831 | $110,801-90.2% | $86,615-87.5% | $167,536-93.5% |
| Participation rate | 44.4% | 75.8%-31.3pp | 71.6%-27.2pp | 82.1%-37.7pp |
| Annual return | 17.41% | 116.96%-99.6pp | 63.51%-46.1pp | 478.82%-461.4pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,338 | $4,547-48.6% | $3,699-36.8% | $6,342-63.1% |
| Admin fee / account holder | $20 | $8,417-99.8% | $5,830-99.7% | $12,315-99.8% |