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 | $2,707 | $91,198-97.0% | $178,503-98.5% | $79,856-96.6% |
| Participation rate | 46.7% | 69.2%-22.5pp | 81.9%-35.3pp | 69.6%-23.0pp |
| Annual return | 0.00% | 24.20%-24.2pp | 151.12%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $192 | $3,257-94.1% | $5,011-96.2% | $2,471-92.2% |
| Participant deferral / active EE | $983 | $3,237-69.6% | $5,202-81.1% | $3,741-73.7% |
| Admin fee / account holder | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |