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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,855 | $84,000-77.6% | $119,634-84.2% | $77,906-75.8% |
| Participation rate | 66.5% | 77.8%-11.4pp | 79.3%-12.8pp | 73.7%-7.2pp |
| Annual return | 16.78% | -11.59%+28.4pp | -14.98%+31.8pp | 12.16%+4.6pp |
| Employer contribution / active EE | $170 | $2,907-94.2% | $4,232-96.0% | $2,846-94.0% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $5,601-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $10,329-100.0% | $133-100.0% |