Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,727 | $175,259-93.9% | $149,723-92.8% | $139,487-92.3% |
| Participation rate | 41.7% | 83.4%-41.7pp | 78.8%-37.1pp | 80.3%-38.7pp |
| Annual return | 0.00% | 166.82%-166.8pp | 134.50%-134.5pp | 373.84%-373.8pp |
| Employer contribution / active EE | $184 | $5,478-96.6% | $4,821-96.2% | $4,755-96.1% |
| Participant deferral / active EE | $3,978 | $6,522-39.0% | $5,682-30.0% | $6,713-40.7% |
| Admin fee / account holder | $5 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |