Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,523 | $72,404-66.1% | $110,243-77.8% | $64,173-61.8% |
| Participation rate | 42.9% | 73.3%-30.5pp | 79.8%-37.0pp | 69.6%-26.7pp |
| Annual return | -6.99% | -6.29%-0.7pp | 314.76%-321.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $736 | $2,282-67.7% | $3,827-80.8% | $2,381-69.1% |
| Participant deferral / active EE | $1,529 | $3,469-55.9% | $4,672-67.3% | $3,470-55.9% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |