Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $4,977 | $98,776-95.0% | $149,745-96.7% | $79,856-93.8% |
| Participation rate | 38.3% | 75.8%-37.5pp | 82.5%-44.1pp | 69.6%-31.3pp |
| Annual return | 0.00% | 27.38%-27.4pp | 276.72%-276.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $724 | $3,217-77.5% | $4,646-84.4% | $2,471-70.7% |
| Participant deferral / active EE | $1,339 | $5,681-76.4% | $6,843-80.4% | $3,741-64.2% |
| Admin fee / account holder | $13 | $6,053-99.8% | $9,312-99.9% | $5,306-99.8% |