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 | $3,739 | $118,496-96.8% | $98,461-96.2% | $139,466-97.3% |
| Participation rate | 60.0% | 77.5%-17.5pp | 75.2%-15.2pp | 80.3%-20.3pp |
| Annual return | 0.00% | 18.96%-19.0pp | 21.17%-21.2pp | 373.66%-373.7pp |
| Employer contribution / active EE | $520 | $3,611-85.6% | $3,049-83.0% | $4,754-89.1% |
| Participant deferral / active EE | $2,005 | $5,393-62.8% | $4,738-57.7% | $6,712-70.1% |
| Admin fee / account holder | $1 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |