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.
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 | $6,321 | $77,817-91.9% | $123,553-94.9% | $64,173-90.2% |
| Participation rate | 42.2% | 74.7%-32.5pp | 82.3%-40.1pp | 69.6%-27.3pp |
| Annual return | -8.00% | 12.49%-20.5pp | 119.21%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,041 | $5,240-80.1% | $6,426-83.8% | $3,470-70.0% |
| Admin fee / account holder | $60 | $5,519-98.9% | $9,284-99.3% | $4,887-98.8% |