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.
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 | $1,779 | $42,383-95.8% | $76,523-97.7% | $64,181-97.2% |
| Participation rate | 46.8% | 58.1%-11.4pp | 68.0%-21.2pp | 69.6%-22.8pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $338 | $1,563-78.4% | $2,647-87.2% | $2,381-85.8% |
| Participant deferral / active EE | $655 | $2,566-74.5% | $3,835-82.9% | $3,470-81.1% |
| Admin fee / account holder | $61 | $3,198-98.1% | $4,848-98.7% | $4,887-98.8% |