Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,848 | $102,616-93.3% | $81,981-91.6% | $158,931-95.7% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.3%-2.6pp | 82.0%-15.3pp |
| Annual return | 0.00% | 61.05%-61.0pp | 41.31%-41.3pp | 302.86%-302.9pp |
| Employer contribution / active EE | $182 | $3,240-94.4% | $2,498-92.7% | $4,761-96.2% |
| Participant deferral / active EE | $4,542 | $4,648-2.3% | $3,722+22.0% | $5,982-24.1% |
| Admin fee / account holder | $0 | $8,236-100.0% | $5,664-100.0% | $11,247-100.0% |