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.
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 | $3,697 | $89,370-95.9% | $141,197-97.4% | $72,976-94.9% |
| Participation rate | 69.8% | 75.1%-5.3pp | 82.5%-12.6pp | 69.5%+0.4pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $834 | $3,115-73.2% | $4,736-82.4% | $2,440-65.8% |
| Participant deferral / active EE | $2,004 | $5,419-63.0% | $6,710-70.1% | $3,608-44.5% |
| Admin fee / account holder | $42 | $5,957-99.3% | $10,265-99.6% | $5,124-99.2% |