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 | $5,962 | $100,792-94.1% | $86,691-93.1% | $134,509-95.6% |
| Participation rate | 62.5% | 78.9%-16.4pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -17.76% | 29.08%-46.8pp | 35.94%-53.7pp | 418.13%-435.9pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,453 | $5,339-35.3% | $4,656-25.8% | $6,400-46.1% |
| Admin fee / account holder | $262 | $10,924-97.6% | $7,492-96.5% | $11,427-97.7% |