Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $12,202 | $226,135-94.6% | $182,558-93.3% | $152,909-92.0% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.0%-44.6pp | 82.5%-49.1pp |
| Annual return | 0.00% | 192.60%-192.6pp | 148.59%-148.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $81 | $4,979-98.4% | $4,076-98.0% | $4,764-98.3% |
| Participant deferral / active EE | $4,101 | $6,371-35.6% | $5,526-25.8% | $5,851-29.9% |
| Admin fee / account holder | $9 | $10,707-99.9% | $8,594-99.9% | $11,601-99.9% |